Mark has been in the financial planning industry since the early 1980’s. He has seen many different family situations and dynamics and knows the value of a good estate plan. Mark is passionate about educating and guiding clients to develop a plan that meets their specific needs.
Estate planning may sound like it’s just for older folks, but it is a part of every good financial plan.
Since we see our clients regularly and get to know their situation well, it is necessary for us to be deeply familiar with estate planning best practices.
We are not lawyers, and we don’t provide legal advice, but we have a network of legal professionals that can assist you if the need for a simple or detailed estate plan arises.
With over 45 years of combined experience in financial services, we’ve seen the consequences of not having a proactive approach to estate planning.
We’ve also seen the power of a good plan benefit families, not just financially, but relationally as well.
Our team approach to financial planning and wealth management allows us to look at your full financial picture. We have advisors from various industries that lend their expertise in creating a custom portfolio based on your unique goals in an effort to help you achieve your dreams for the future. Our goal is to give our client’s peace of mind knowing that nothing has been overlooked.
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FINRA’s BrokerCheck. Insurance services offered through Linder Financial Resources, which is not affiliated with Osaic Wealth Inc. or registered as a broker-dealer or investment advisor. Neither Linder Financial Resources nor Osaic Wealth Inc. provide tax or legal advice. All other listed entities are unaffiliated. Jake Linder, and Mark Linder are Investment Advisor Representatives offering investment advisory services through Osaic Wealth Inc. a registered investment advisor. Securities and advisory services are offered through Osaic Wealth Inc. Member FINRA / SIPC. This communication is strictly intended for individuals residing in the states of AK, AZ, CO, FL, HI, IA, MI, MN, MO, MS, MT, ND, NE, NJ, NY, OH, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
We do not offer every plan available in your area. Currently we represent 5 organizations which offer 57 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options. This is a proprietary website and is not associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services.
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