Mark Nevins

Background

About Mark Nevins

I run a comprehensive financial planning-based practice where my role as a Financial Advisor is to help navigate three critical concerns for my clients: 1. Their Quality of Life Today 2. Their Quality of Life in Retirement 3. Any desires regarding Legacy or Estate planning strategies they may have in the Future I concentrate on comprehensive, broad-based financial planning for mid-high net worth individuals. Specifically, I do this by helping develop written financial plans and deliver wealth management strategies 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 autonomy 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 seek to address issues you might have overlooked that may have an impact on your retirement planning. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to help accommodate changing conditions and plan for income demands that may arise during retirement.