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.
Please call our office! We’d love to hear from you!
For your security, and ours, we do not accept email / online inquiries. We apologize if this is an inconvenience, but we value your security and that of our firm!