Who We Are

John E. Mayer holds the Accredited Investment Fiduciary Auditor™ designation AIFA® from the Center for Fiduciary Studies since November 2000. In this classroom-based program a designee must demonstrate that they comprehend all pertinent issues surrounding the fiduciary so that they may adequately evaluate an independent investment process.

In addition to a tax and accounting background - John E. Mayer has over twenty-five year’s experience in the life insurance industry. His specialization is in analyzing life insurance policies owned by private foundations (§4944), charitable remainder trusts, irrevocable trusts and LLC’s, as well as corporate owned policies. He has extensive experience in the philanthropic area, real estate, advanced estate planning strategies, investments including being a registered representative and registered investment advisor. He has offices in Michigan, Arizona and Florida and works with clients and advisors across the country. He is a licensed insurance counselor in the state of Michigan. He refers to himself as a “Financial Problem Solver” – solving clients problems is why his services are sought out.

He is an approved continuing education provider, an author of many articles for many nationally known publications – see articles tab. He has been a guest speaker at a myriad of universities, trust companies and law firms across the country as well as a guest on numerous money matter talk radio programs.

He has been an expert witness in a number of fiduciary litigation cases past and pending. The author of legislation to amend the Michigan Professional Service Corporation Act of 1962 – new law is Michigan Act 48, Public Acts of 1998, Enrolled Senate Bill 775.

Other professional credentials and designations are:

• Master’s Degree in Financial Services (MSFS) from the American College (1993)
• Certified Financial Planner (CFP) (1984)
• CLU (1981)
• Chartered Financial Consultant (ChFC) (1982)
• Harvard University certificate for Investment Decisions & Behavior Finance program