Income, protection, and legacy, planned together.
Every family's situation is different, so Mark starts with yours. He learns what matters to you, looks at the whole picture, and explains why he'd suggest one path over another. When a piece needs a CPA or attorney, he brings in people he trusts.
Who Mark works with
Nearing retirement
Five to ten years out and wondering if you're on track.
Already retired
Turning savings into income and adjusting as life changes.
Business owners
Planning for your income, your taxes, and what happens to the business.
Young families
Protecting the people who depend on your paycheck.
Income for the years ahead
“Will our savings last?”
Turning savings into a paycheck raises a lot of questions, and the answers depend on your situation. Mark starts by learning it. Then he walks you through your options and explains why he'd suggest one over another, so you can decide with the full picture.
Questions Mark helps you answer
- How much can we spend each year?
- When should we retire, and when should income start?
- When should we claim Social Security?
- What happens if the market drops?
- What should we do with accounts from old jobs?
- Is the money in our CDs and savings working as hard as it could?
- How do taxes fit in?
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, what you already have, and where the gaps are. Then he explains your options and why he'd recommend one over another.
Questions Mark helps you answer
- What would my family need if something happened to me?
- What if one of us needs long-term care?
- Are we protected if I can't work?
- How do we plan for health costs in retirement?
A legacy handed on well
“What happens to what we leave behind?”
Mark helps you decide what you want to happen and who you want to provide for. He handles the process from his office. Your trust documents are prepared here on a 50-state compliant legal platform, backed by a team of attorneys, and notarized in the office. Then Mark makes sure the rest of your plan lines up with them.
Questions Mark helps you answer
- How do we make sure our wishes are followed?
- Are our beneficiaries up to date?
- How do taxes affect what we pass on?
- How can we give to causes we care about?
Questions about working with Mark
Do I need to have everything figured out before we meet?
No. Most people come in with questions, and that's the point. Bring what you have, and Mark will help you sort out what matters most.
Will Mark try to sell me something?
The first conversation is about understanding your situation. Before Mark recommends anything, he explains your options and why he'd suggest one over another. You decide in your own time.
Why doesn't this page list specific products?
Because the right answer depends on your situation. Something that fits one family well can be the wrong choice for another. Mark would rather understand your goals first, then show you what fits and why.
Can Mark help us set up a trust?
Yes. Mark walks you through what you want, and his office prepares your trust documents on a 50-state compliant legal platform and notarizes them here, so you don't have to coordinate it all yourself. A team of attorneys backs the process and answers legal questions. Mark and his staff are not attorneys and don't give legal advice.
Will Mark work with my CPA and attorney?
Yes, if you'd like him to. Mark keeps everyone working from the same plan, so your tax and legal decisions line up with your strategy. If you don't have a CPA or attorney, he can connect you with people he trusts.
What should I bring?
Recent statements, any insurance policies you have, and the names of your CPA and attorney if you work with them. If you don't have it all, come anyway.
Not sure where to start?
Most people aren't. Bring your questions to a free Big-Picture Review, and Mark will help you sort out what matters most.