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	Jeffrey Shearman J.R. Shearman & Associates 800 Westchester Avenue Suite S-504 Rye Brook, NY 10573 T: (914) 305-9039 F: (914) 305-9012 E: Jeffrey.Shearman@LFG.com Customized fee-based financial planning for high-net worth individuals. Jeffrey is a fee-based financial planner who develops custom plans for each of his clients. Tax efficiency is typically a key focus. Jeffrey’s clients consist of small business owners, professionals and their families. His professional specialties include deferred compensation planning, asset accumulation, retirement planning, retirement distribution and estate planning strategies. He is well versed in all areas of charitable gifting, a topic frequently explored in the planning process. Jeffrey is also a member of the National Association of Life Underwriters. He has earned membership in National Life Insurance Company’s President’s Club and its Circle of Excellence based upon success in sales. A registered representative and investment advisor representative of Lincoln Financial Advisors, a broker/dealer and registered investment advisor. CRN0205-3538