Author of :

Family Wealth Planning Strategies

 

We help individuals,

families and business owners

leave a legacy of wealth,

influence, and values.
 
   

      Mr. John Mayer

 

John is a Family Wealth Planner and Financial Problem Solver, working with individuals, business owners, nonprofits, attorneys, accountants, and bank trust departments throughout the nation.  He is the President of three companies:

  • BFA® Family Wealth Planners — a Registered Investment Advisor firm with offices in Michigan, Arizona and Florida, which specializes in estate planning, executive benefits/compensation and investment issues for those who want to maximize what they have for themselves and their families. Since the mid 1970’s he has helped hundreds of closely held business owners keep more of what they have and avoid capital gain and estate taxes while substantially increasing their cash flow.  He has helped them gain control of over $200 million of their “Social Capital” via proven Family Wealth Planning Strategies.
  • Fiduciary Review Services (FRS) — Provide fiduciary audit and review services in the following areas: Trust owned life insurance (TOLI), Private Foundation compliance under §4944, Charitable Remainder Trusts to insure compliance with the Uniform Prudent Investor Act (UPIA).
  • e-SeniorSource — specializes in issues important to the senior marketplace such as IRA distribution planning, long-term care protection, annuity programs (including impaired-risk immediate annuities, life settlements, etc.) and retirement planning.

 

He has taught financial planning continuing education courses at Eastern Michigan University, the Michigan Association of Certified Public Accountants (MACPA). He has written many articles for publications like Michigan Lawyers Weekly, Estate Planning, Accounting Today, etc. He has been a guest speaker on money mattersradio talk shows across the country and to groups like University of Michigan Medical School, Fidelity Investment of Boston, Bank trust companies, Colleges’ Development Officers, Hospitals, Investment banking firms, Legal and accounting firms across the state.

 

John’s credentials include:

n       Master's Degree in Financial Services (MSFS) from The American College (1993),

n       Certified Fin. Planner (CFP) (1984),

n       CLU (1981),

n       Chartered Fin. Consultant (ChFC) (1982),

n       AIFA® ACCREDITED INVESTMENT FIDUCIARY AUDITOR™ Center for Fiduciary Studies, University of Pittsburgh Katz Graduate School for fiduciary audit and investment review

n       Harvard University certificate of completion for program "Investment Decisions & Behavioral Finance". 

n       University of Miami Law School 36th Annual Philip E. Heckerling Institute on Estate Planning

n       Registered Investment Advisor,

n       Renaissance Associate of Renaissance Inc., the largest administrator of charitable trusts in the country. 

n       Registered Representative, Series 7, Sigma Financial Corporation   E&O Certificate

n       Exceptional Producer Affiliate, Bisys Insurance Services, Inc.

n       Life Insurance Counselor (LIC), State of Michigan

n       Author of Split Interest Amendment Legislation to Michigan Professional Service Corporation Act of 1962

1.       Comments Supporting Senate Bill 775

2.       Michigan Act 48, Public Acts of 1998, Enrolled Senate Bill 775

n       Instructor, Continuing Education Courses

1.       Life Settlements A to Z – Course #40669

2.       Estate Planning in Large Estates – Course #41454

 

Office Location:  6815 Minnow Pond Drive, West Bloomfield, MI  48322

 

Contact Information:  Phone:  800-452-4983          Fax:  248-668-1832          Email:  jemayer@logos4me.com