Mark G.
Advisor with Strategic Wealth Solutions at Strategic Wealth Solutions
Based in Clive, United States
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Seniority
Other
Department
Other
Location
Clive
Industry
Financial Services
Company size
11 to 50
Contact information
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m•••••••@swsplan.com
Phone
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Background
About Mark G.
For over 20 years, I’ve dedicated my career to helping people transform their financial hopes into achievable goals by bringing clarity to investing, insurance, estate conservation and wealth preservation. In late 2011, I started Strategic Wealth Solutions, a planning-first financial advisory firm, focused on protecting and preserving clients’ wealth and limiting future tax liability while finding creative solutions to leave a lasting legacy. I help people across all stages of the planning process, from those just starting their careers to those nearing retirement. I pride myself on being a client-first advisor, committed to understanding my clients’ needs, wants and long-term goals. I use that insight to help create, implement and manage personalized strategies aligned with their unique financial situation to help them retire comfortably.
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