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Personalized Financial Strategies

  • Comprehensive wealth management
  • Making complex issues understandable
  • Strategies that help minimize risk while achieving your goals
  • Focus: Comprehensive retirement planning including rollovers, professional money management, and charitable and Estate Planning

Mark understands that it's not really about the money. The real value lies beyond monetary value, placing the emphasis on the infinite possibilities, plans and dreams that preserving your capital helps make possible.

Life is more than the number of dollars you accumulate. The impact you can make on the world and who you become in the process is what really counts. Risk management, income planning, wealth creation and wealth management are all key components of this process.

Though Mark's clients represent a diverse group of individuals, they all share one defining goal,which is maintaining financial independence. Mark and his team have a special affinity within the faith based community and spend much of their free time volunteering in this area. His team is dedicated and reliable, and shares the values upon which he has built his practice of more than 25 years.

Mark has built a business on the steadfast principles of integrity and commitment to the importance of understanding each client's personal financial needs as unique. Through recognition of these values, Mark helps provide clients with a clear-cut financial plan that helps meet their specific goals and needs.

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