Mark Nevins

I run a comprehensive financial planning-based practice where my role as a financial advisor is to balance three critical concerns for my clients:1. Their Quality of Life Today2. Their Quality of Life in Retirement3. Any desires regarding Legacy or Estate planning strategies they may have in the FutureI concentrate on comprehensive, broad-based financial planning for mid-high net worth individuals. Specifically, I do this by developing written financial plans and delivering wealth management solutions consistent with my clients goals.For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.