Jeff Dear
I partner with clients to create financial systems that drive better decisions and outcomes
- Role
- Financial Advisor at Consolidated Planning, Inc.
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Jeff Dear
Delivering personalized, comprehensive wealth management solutions designed to empower clients at every stage of life. My advisory services encompass:• Risk Protection• 🧓 Retirement Planning• Cash Flow Optimization & Investment Strategies• Wealth Accumulation & Tax-Efficient Planning• Education Funding Solutions• Legacy & Estate PlanningWe take a holistic approach to financial well-being—aligning each strategy with your unique goals, values, and vision for the future.I partner with clients to create financial systems that drive better decisions and outcomes.Providing clients comprehensive tailored solutions with wealth management advisory- Risk protection, retirement planning, cash flow strategies & investment planning, wealth accumulation & tax strategies, education funding, legacy planning, and business solutions.Focused practice advising on a broad portfolio of planning solutions with insurance protection, education, estate, wealth accumulation and tax strategies, and cash flow efficiency for affluent individuals, businesses, and institutions.Advise on solutions to fill gaps with protection planning, retirement funding, education funding, tax and wealth management strategiesExcel in fundamentals of discovery and gathering client information for efficient needs assessment and customer profile– to provide an analysis based on goals and concernsLeverage technology to build your business and develop different income streamsNetwork and connect with experienced professionals to develop COI’s and build strategic partnershipsCoordinate with client’s current financial relationships to ensure an efficient, reliable customer experience and prevent potential overlapAdvise business clients on the structuring and funding of buy/sell agreements, group benefits, deferred compensation vehicles, key person benefits, overhead, and interruption planning/COMPLIANCE:20••••75/
Experience
Financial Advisor
Jan 2025 — Present
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 70••••••07. Securities products and advisory services offered through PAS, member FINRA, SIPC. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.)
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