John Lian CLU®, AIF®


For over 17 years, John Lian has helped hundreds of families and business owners gain control of their financial challenges. John takes an objective, long-term approach to financial planning to help ensure that your goals and risk tolerance are properly considered and managed. As your needs or situation changes, John will be there for you to see that you receive regular, timely reviews as well as up-to-date information to assist you in making prudent decisions regarding your financial future.

By designing and implementing financial strategies which reflect each client's unique situation, John understands the ever-changing complexities of our lives and is an advocate for his clients.

Services Include:


  • Investment Planning and Portfolio Analysis
  • Retirement Distribution Planning
  • Small Business Retirement Plans
  • Business Owner Continuation Planning
  • Executive Benefit Strategies
  • Individual Retirement Accounts
  • Long Term Care Insurance
  • Disability Income Insurance Strategies
  • Life Insurance and Education Funding

John has earned a reputation from peers and clients for his compassionate approach to the anxiety associated with
conversations about money and the goal of pursuing financial security. Because of this approach, John has developed
long lasting relationships with his clients and empowers them to reach their maximum financial potential.

John and his wife Nicole live in Worcester with their daughters,Audrey and Grace.

Phone (508) 926-1451