John A. House, ChFC, CEPA

Helping individuals accumulate, and preserve assets, while minimizing income taxes and estate taxation.

John A. House, ChFC, CEPA is the President & CEO of MasterTech Financial Advisors, Inc., a financial services firm.1 He is a Chartered Financial Consultant (ChFC) and a Certified Exit Planning Advisor (CEPA), which indicates his expertise in financial planning and business exit strategies.1

Professional Services

John A. House offers a range of financial services, including:

Financial Advisory
Personal Tax Planning
Life Insurance
Financial Consulting
Business Consulting1

Focus Areas

His work primarily revolves around:

Helping individuals accumulate and preserve assets
Minimizing income taxes and estate taxation for clients3 5 6

Expertise

John demonstrates expertise in various financial topics through his LinkedIn posts:

Inflation and Investment Returns: He educates clients on how inflation affects the real rate of return on investment portfolios.2
Retirement Planning: John provides insights on timing retirement and offers tips for locating old retirement plans from former employers.4 7
Life Insurance: He discusses the differences between term and permanent life insurance.6
Net Worth Calculation: John shares information on determining current net worth.5

As a financial professional, John A. House appears to be committed to educating his clients and network on various aspects of personal finance, retirement planning, and wealth management.