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Hello! I'm Mark.

Whether you are single or married, divorced or widowed, mid-career or looking toward (or already in) the years where you want to slow down, everybody needs a financial plan.

I am in the business of providing people with clarity and confidence so that you are able to make well informed financial decisions.  My planning process provides personalized education and takes into consideration your life issues and attitudes about money before giving any advice. 


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Our Services

<strong>Tax Return Preparation</strong><br/>

Tax Return Preparation

We professionally prepare individual, business, trust and estate tax returns for our clients nationwide.


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<strong>Financial Planning</strong>

Financial Planning

Our comprehensive planning process will help you make well-informed decisions with clarity and confidence.


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<strong>Asset Management</strong>

Asset Management

With your financial roadmap, we can build custom strategies to reach and maintain financial independence.


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