Mark Bybee

Background

About Mark Bybee

As a Financial Advisor I am a problem solver, sounding board and guide to my clients. I help them preserve and grow their wealth while staying focused on what is most important to them. I stay apprised of trends and best practices and help you live your best life and help grow and preserve your resources. The areas my team and I focus on are: 1. Preserving and growing your accumulated wealth before and during retirement. Lending and Liability Management. Liquidity events like job changes and 401(k) rollovers 4. Long term care and elder assistance. Wealth transfer to heirs.*Lending Services are through Bank of America, N.A.**You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, please contact your Merrill Financial Advisor.