I
Income for the years ahead
“Will our savings last?”
How much can you spend, when should you start, and what if the market drops? Mark helps you answer the questions that matter for your situation.
Retirement planning that puts your family first.
Mark Schroeder helps Springfield families turn their savings into income they can count on, protect what they've built, and pass it on well.
Mark SchroederFounder & Financial Advisor
Independent★
300 S John Q Hammons Pkwy, Ste 104, Springfield★
Every meeting is free
You worked forty years to build it. The next thirty deserve a plan.
Most people reach retirement with savings and no plan for turning them into a paycheck. Markets move, taxes take their share, and a health event can change everything. Mark sits down with you, learns what matters most, and builds a plan around it.
II
Protection for the people you love
“Are we covered if something happens?”
An illness, an accident, or the cost of care can undo years of saving. Mark looks at what your family would need and how to protect it.
III
A legacy handed on well
“What happens to what we leave behind?”
Mark helps you decide what you want to happen, then works with trusted attorneys so your family has less to sort out.
Your first meeting, step by step
No pressure and no cost. Here's exactly what happens when you sit down with Mark.
We start with what matters to you.
Mark asks about your goals, your family, and what keeps you up at night. He wants to know who you are and what you want, so your plan is built for you. You leave with a clearer picture, whether or not you work together.
- Recent statements (401(k), IRA, bank)
- Any insurance policies you have
- Your Social Security estimate
- Names of your attorney, CPA, and banker
- Questions you've been carrying
A plan built for you, walked through together.
Mark turns what he learns into a one-page plan for income, protection, and legacy. At your next meeting, he walks you through it and answers every question. Then you decide what's right for you.
- Where your income will come from
- What protects your family
- How taxes fit in
- What happens to what you leave
Life changes. So does the plan.
You sit down for a review at least once a year, and Mark is there any time you need him in between. Planning a big purchase or a move? Call first, and you'll adjust the plan together.
- Annual review
- Life events: retirement, a move, a new grandchild
- Coordination with your CPA and attorney
- A direct line to Mark
Meet Mark
Mark has spent more than eight years helping families prepare for retirement. He started Integrity Financial Group & Trusts to serve clients the way he believes is right: by listening first and recommending only what fits.
He served in the U.S. Army and the Army National Guard. Today he serves families in Springfield and across the Ozarks, one relationship at a time.
“Put people first, earn their trust, and always lead with integrity.”
More about Mark