Your hard-earned money is at high risk for being lost to taxes and fees if your advisor doesn't know to ask you the right questions, isn't aware of changes to the turbulent tax code, and/or hasn't been trained in high-level retirement planning strategies.
In 2011, as a newly minted Certified Financial Planner™ Practitioner, Mark met Ed Slott and realized he had been missing so much for his clients. Ed Slott is the country's foremost expert in retirement distribution planning. You may have seen Ed on PBS where he helped raise millions of dollars for Public Television, or on just about any news channel or financial publication.
Shortly thereafter, Mark began training with Ed and his group of professionals and he is proud to be a member of Ed Slott's Master Elite Advisor group.
An excerpt from Ed Slott's webiste reads:
Retirement Money is One of Your Largest Assets. Are You Working with The Right Advisor?
Your hard-earned money is at high risk for being lost taxes and fees if your advisor doesn't know to ask you the right questions, isn't aware of changes to the turbulent tax code, and/or hasn't been trained in high-level retirement planning strategies.
Are you making the right moves with your retirement or are you building a savings account for Uncle Sam? The answer lies in education and working with a qualified advisor.
Members of Ed Slott's Elite IRA Advisor GroupSM train with Ed Slott and Company on a continuous basis, have completed requisite training, passed a background check, attend required workshops and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.
Retirement planning is complicated and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in his / her education to eliminate risk and keep more of your retirement dollars for you and your family.
With new tax laws, important IRS rulings and an ever-changing financial climate, it is more important than ever for advisors to continually invest in their education. Members of Ed Slott's Elite IRA Advisor GroupSM are dedicated to being leaders in the IRA industry and protecting their clients' families' futures.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.