The phrase “financial peace” means something different to each client with whom I work.  I want to know what it means to you.

That’s the cornerstone of the initial discussion we will have.   I want to capture a vivid  picture of your financial situation, fully understand your goals for the future as well as your fears, and I want see how I can keep you on track.

Most clients typically want to:

• Participate in market gains while reducing downside risk.
• Minimize taxes for themselves and their heirs.
• Afford their desired lifestyle in retirement
• Have enough money no matter how long they live.
• Truly enjoy retirement.

 Of course, many people contact me to help with basic life insurance needs as well, ensuring that their loved ones are taken care of if they die prematurely.  However, life insurance can also be an important financial tool used in many other ways, such retirement income tax reduction, funding a loved one’s college education, and legacy planning to name a few.

As an independent firm, clients benefit from my ability to freely offer a wide array of products and solutions from various companies.  This means I work in the best interest of my client, not having to offer a “one size fits all” approach from one company.  

No matter how big or small your needs or concerns, your financial peace is always my top concern, and it’s my unwavering commitment to help you achieve it.  Your own definition of “financial peace” can be realized, and it all starts with a simple phone call.  You will be heard and valued.

Sincerely,

Mark Valentich
Founder