Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals. Our sole purpose is to help our clients arrange their financial affairs in the most efficient and effective way; to preserve their capital and obtain the highest risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with peace of mind.
|Firm Start Year:||1994|
|States Licensed in:||CA CO FL GA IL IN KY MI MO NY NC OH OK SC TN TX WI|
|Number of Years with Current Firm:||20|
|I work with the following types of clients:||Businesses , Individual Investors , Non-Profit Organizations , Investment Clubs|
|Investment Types:||International Investments , Alternative Investments , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||At your home , Via phone , Via email , At my office , At your office|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Life , Health , Annuity , Disability , Casualty , Long Term Care , Variable Annuity , Property , Variable Life|
|Financial Organization Memberships:||Million Dollar Roundtable , Society of Financial Services Professionals , Financial Planning Association (FPA) , National Association of Estate Planners & Councils (NAEPC) , National Association of Personal Financial Advisors (NAPFA) , National Association of Insurance and Financial Advisors (NAIFA)|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets , Hourly , Flat Fee , Commissions|
|Fee % Based on Assets:||1.25|
Mark is primarily a fee-based financial planner and is the founder, President and CEO of Financial Planning Consultants, Inc., a registered investment advisory firm incorporated in 1994. His main responsibility is for the complete oversight of the firm and to decide the direction and types of business we will do in the future. Mark also serves as the Registered Principal and Branch Manager of Raymond James Financial Services, Inc. in Lafayette and Indianapolis.
Mark personally advises clients on their investment management* and financial planning needs. He is your team leader and financial coach. He will focus on your ?big picture? and will develop a plan to assist you in achieving your financial goals. He makes all investment recommendations. Whether Mark is working with business owners, professionals, or other high net worth individuals, all of his clients have one thing in common: the desire to pursue their goals and dreams and to have an experienced professional help them to make smart financial decisions.
His areas of expertise include investment portfolio design and management, risk management, retirement planning, and overall comprehensive financial planning. Mark believes the educated client is our best client, and he continues to teach financial planning and investment courses for corporations and is an instructor for CPE credits for the Indiana CPA community as well as CLE credits for the legal profession.
CFP (R), RFC, PPC
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|