John Mosher-Unique Wealth

John Mosher, CLU®, ChFC®, AEP® is a Wealth Management, Business & Estate Planning Advisor helping

Our mission aligns the future financial security of an individual, a family, or business with their enterprising actions of today. John specializes in Family Wealth Planning, Tax-Efficient Retirement Income Distribution Planning, and Estate and Business Planning. The Market Segments that we can most bring value to include the medical community, business owners and executives. John has earned the f

ollowing certifications and designations:

CLU
Chartered Life Underwriter

The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism. ChFC
Chartered Financial Consultant

The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. AEP
Accredited Estate Planner

The Accredited Estate Planner (AEP) designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning. The Accredited Estate Planner designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial Planners who are actively engaged in estate planning and meet stringent qualifications at the time of application and commit to ongoing continuing education and re-certification requirements.

07/22/2021

Hope everyone is having a great Thursday...Great walk off win by the Rays yesterday!!!

02/15/2021

This day was created to honor some of our great leaders! It’s the perfect day to also remember that we too can help protect our great nation. Let’s all continue to find common ground and respect each other. Happy Presidents Day!

02/08/2021

It's not just your average Super Bowl this year! For the first time a home town team is playing in the Super Bowl. It's a great day to live in Tampa Bay! Let's go Bucs!

01/01/2021

We don't think anyone is sad to see 2020 go! As we start a new year, let us hope for prosperity, peace and happiness! From our team to you and yours, we wish you a bright and hopeful 2021! Happy New Year!

10/31/2020

Wishing everyone a fun and safe Halloween!

09/07/2020

This day is well deserved tribute for those who work so hard. No matter what kind of work you do, Labor Day is for you!

01/01/2020

Happy New Year from our family to yours! Wishing you a blessed 2020!! 🥳🥂🎉❤️

07/03/2019

Camp is an invaluable experience for children fighting cancer, which is why we partnered with the Green Bay Packers to host the where kids and families affected by the disease are having a blast with a day full of fun and food in Green Bay!

06/07/2019

It was a great honor for Team Mosher to be a part of the 2019 Valspar Championship – Copperhead Charities – Charity Breakfast!
Through our relationship with Copperhead Charities and Northwestern Mutual we raised $20,000 to support Alex’s Lemonade Stand Foundation and their efforts to eliminate childhood cancer through the funding of research, raised awareness, and family support.

06/04/2019

Great fun! Great cause!

We are extremely proud of Team Blaze. Their performance in the 2019 Gasparilla Island Kids Classic Tarpon Tournament landed them in 2nd Place among 41 teams!

100% of all entry fees from this event are donated to local charitable partners which benefit children’s health and educational programs throughout Southwest Florida. This year over $41,000 was raised. Fantastic job!!!

04/25/2019

Today was the Sponsor Appreciation Tournament for the Valspar Championship. We spent the day enjoying a round of golf with other sponsors and reflecting on the success of this year's Valspar PGA Tournament. A strong partnership between the Copperheads and Northwestern Mutual ultimately has led to a $20,000 donation to Alex's Lemonade Stand Foundation. A true win-win-win for all involved. Looking forward to next year...

04/19/2019

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Location

Palm Harbor

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Website

http://www.uniquewealth.com/

Address

36750 US Highway 19 N
Palm Harbor, FL
34684

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm