Wealth Management
Wealth management is about preserving and growing your wealth. We follow the Advanced Time Segmentation® methodology, which prioritizes stability and risk mitigation. When you work with us, expect tailored plans, organized processes, cutting-edge tools and more.
Insurance & Asset Protection
Preparing for the unexpected can be difficult, but a plan can help reduce stress. We'll identify risks, then discuss a variety of options to help protect you and your loved ones. Insurance can be a difficult subject, but you and your family will rest easy knowing there's a plan in place.
Financial Planning
A financial plan should consider every part of your financial situation. Our plans are designed to give you clarity for the present and confidence for the future. You'll get education in basic financial literacy and a personalized roadmap to help you prepare for life’s uncertainties.
Retirement Income Planning
The transition from saving and building your nest egg to withdrawing on it to maintain your lifestyle can feel abrupt, but we can help. We’ve used Advanced Time Segmentation® methodology to help hundreds of clients rest easy knowing they're prepared for the years ahead.
Education Planning
It's no secret college tuition is constantly on the rise. But sending your young ones off doesn’t have to be consumed with worry about how you'll pay. We'll present you with a variety of options so when the time comes, you can embrace college as the exciting new chapter it is.
Estate Planning
Our approach considers all the tools and strategies that could go into your legacy plan, from trusts to charitable giving to conflict mitigation. We ask the important questions so you don’t leave the details for your family to parse during their grief, or worse, for the courts to decide.
Transparent Planning & Consulting Costs
The initial appointment is complimentary. After meeting with Mark, he and his team will have a good idea of what the next steps should be and will formulate a plan of action with your input.
If a comprehensive plan is warranted, our normal hourly fee is $200 but is capped at $2000 for the initial plan. The plan will have very clear action steps to follow that may involve areas of: budgeting and cash flow management, tax planning, estate planning, retirement planning/projections, insurance analysis, investment recommendations, and college savings plans.
If investment services are necessary, Mark will disclose any additional costs at that time.