Team

Envision

Envision

Design

Design

Execute

Execute

We believe our team collaborative approach adds a broader perspective to your planning and helps serves you effectively. Having all your advisers working together focuses the team on your objectives and goals in a cost and time efficient manner.
Mark has been working with individuals, families and the owners of closely held businesses since 1977, initially with Property Casualty insurance and then, since 1991 in the Fee Based Advisory area.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Business succession and continuity

We can also help answer your questions, including:

  • Can I retire early? Just because I can, do I want to?
  • Are my investments working hard enough? Should I take on more or less risk? How do you define either?
  • What’s the best approach for college savings? Long-term medical costs?
  • What are the elements of a sound estate strategy? What are the key parts of a good business "estate" plan?
  • Do I have enough life insurance for my family? What about my business?
  • What is the "bucket"?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Envision   •   Design   •   Execute

"If one does not know to which port one is sailing, no wind is favorable." -Lucius Annaeus Seneca