Mark Heath

Background

About Mark Heath

As a financial planner in private practice, Mark’s experience includes a broad knowledge of complex estate planning, business succession planning, retirement planning, and investment concepts. He spends most of his time developing and helping implement creative design ideas that enhance the financial well-being of his clients. Defending his clients’ wealth is Mark’s mantra when doing comprehensive financial planning that first considers his clients’ well-being for the duration of their lives, then layers on designs to make sure the family is okay. His objective is to make his clients “informed” decision-makers and to fill them with confidence that their financial plan will give them the road map to attain their goals and objectives. Having abundant intellectual capital is one of Lincoln Financial Advisors' greatest strengths. The firm's resources are managed nationally, but deployed regionally and locally. Because there is such a deep level of experience and resources, Mark receives consistent, high quality functional support that enables him deliver a highly customized, well thought out plan to each of his clients.