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Financial Planning

You can expect to live 20 or more years once you retire. Yet, many people spend more time planning their annual vacations than they do planning their financial future. We believe that planning is essential for success, however you define it. Although asset management is vital to success, our clients understand their options when it comes to taking their social security; choosing the best option for their pension; and drawing a paycheck from their retirement accounts. They know how long their money will last and they know what effect a long-term care event will have on their situation. Do you know the answers to all these questions? Contact Mark today, and let’s get started with your plan!

Putting the Pieces of the Retirement Puzzle together

We believe in a 3-step process for retirement

  1. Retirement & Social Security Planning
  2. Personalized Wealth Management
  3. Income, Asset & Health Care Reviews

(Wealth Management clients meet for reviews at least twice a year)

 Prior to retirement, you are in the accumulation phase.   In retirement, you are in the distribution phase, and proper planning is very important to ensure a comfortable retirement. This is a “paradigm shift” for many folks.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."