When it comes to our professional lives, there?s nothing more meaningful and rewarding than the work we do at Financial Independence. We devote proper attention to your goals and help you develop a plan that is designed to create clarity, confidence and peace of mind. We are independently owned, offer no proprietary products and dismiss a culture of sales quotas. We believe that honesty, integrity and sound ethics engender trust, which is the cornerstone of our business and our lives.
Our extensive financial planning experience enables us to deliver personalized solutions. We leverage advanced technology to enhance our conversations and explore ?what-if? scenarios, so you can see the causes and effects of your financial decisions and gain insight into:
? Living well, now and in the future, while sustaining your retirement assets in an age of longevity
? Making your money last by developing a comprehensive investment strategy and minimizing taxes
? Optimizing retirement income and Social Security strategies to reduce the risk of running out of money
? Addressing the impact of rising healthcare costs and long-term care events that can deplete assets
Today?s financial complexities can be overwhelming! Our clients want to simplify their lives by delegating their financial matters to a competent and trustworthy professional, one whose attention is fueled by integrity, passion and caring, not just fiduciary obligation.
|Firm Start Year:||2009|
|Name of Custodial Firm:||TD Ameritrade Institutional|
|States Licensed in:||MA, RI, DE|
|Number of Years with Current Firm:||8|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Disability , Life , Long Term Care , Health|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Firm's Number of Clients:||170|
|Firm's Number of Planning Clients:||50|
|Firm's Number of Managed Clients:||160|
|Assets Managed by Firm:||$105,000,000|
|Assets Managed by Advisor:||$30,000,000|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Based financial professional|
|Compensation Methods:||Hourly , Flat Fee , Commissions , Based on Assets|
Mark has over 20 years of financial services and investment experience working with institutions, corporations and individuals. Mark greatly enjoys his role in helping people develop finer lives by solving financial problems and obstacles and getting their financial household in good order.
Prior to joining Financial Independence, Mark was a Vice President with MFS Investment Management, with a focus on institutional investments and relationship management for senior MFS relationships. Mark earned the Certified Financial Planner (CFP®) designation in 2007, studying at the College for Financial Planning. The CFP®certification requires passing five core curriculum tests in Estate Planning, Taxes, Retirement Plans, Investments, and Insurance and Planning, as well as an integrated ten hour final exam. In 1993, Mark received his M.B.A with a concentration in finance from Boston College and a B.A. from Clark University in 1985.
Mark resides in Franklin, MA and enjoys spending time with his wife, Patty, and his three daughters, Sara, Emily and Abby. Mark also enjoys volunteering, sports, coaching his kids, and is an active participant in regional running races.
President, MBA, ChFC®
|East Freetown||East Greenwich|
|North Attleboro||North Dighton|
|North Kingstown||North Providence|
|Wood River Junction||Woonsocket|
|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|