John House heads a team of professionals who combine their in-depth skills, knowledge and experience to provide entrepreneurial clients with a personalized, approach to investment management, innovative income tax and estate tax planning, insurance analysis, business continuity planning, asset protection and retirement planning. “Our mission, he says, is to inspire proactive individuals to skillfully accumulate, protect and preserve assets, minimize taxation, while mitigating financial deficiencies.” John, an active member of the National Association of Insurance and Financial Advisors (NAIFA), is well qualified to lead his talented team. He has the in-depth knowledge that comes from nearly four decades of experience guiding clients toward their financial goals through challenging economies. As a Certified Exit Planning Advisor (CEPA), he helps business owners develop a viable transition strategy as well as enhance the value of their business enterprise, before the sale. John’s credentials include a B.S. from the University of Iowa, four securities registrations, and the designation of Chartered Financial Consultant (ChFC). Earning that elite designation required advanced coursework that trained him to help clients with virtually all their financial needs. He has offered expert witness testimony in insurance litigation. He is registered to offer securities in 14 states and shares his experience on the subjects of advanced estate planning, legacy (philanthropic) planning, tax advantaged business sales and transfers, professional asset management and asset protection techniques. John has served the community as Board Member and Past President of Arizona’s Planned Giving Round Table (PGRT). In addition, he maintains active memberships in the Exit Planning Institute (EPI), the Association of Fundraising Professionals (AFP), the North County Estate Planning Council of San Diego (NCEPC), the National Association of Insurance and Financial Advisors (NAIFA) and the Family Firm Institute (FFI). John is a prior member of the Advanced Association of Life Underwriters (AALU) and has served as the Vice-Chairman of its nationally organized Charitable Planning Counsel. A talented speaker and writer, John has shared his knowledge of financial issues through national speaking engagements, his own radio show, continuing education workshops, and articles for numerous publications including the Family Business Journal, AZ Business, Financial Playbook, the AALU Quarterly, and Financial Planning Magazine. His dedication to helping and educating others, as a gifted problem solver, has led to a loyal and growing clientele. He has published two important books, Synchronicity and Spellbound by Financial Reality. Spellbound includes ten chapters of real life family results achieved for his valued clients. Spellbound offers a compelling overview of how innovative planning techniques actually work! John, as a founding Board Member, helped establish the San Diego Exit Planning Institute (EPI) Chapter, was an active owner and prior member of the Board of Directors of AdvisorNet Financial, a multi-faceted financial services firm supporting over 300 individual financial advisors and is President and CEO of MasterTech Financial Advisors, Inc.