About My Practice
Financial Independence, LLC is an independent, fee-based financial company offering comprehensive financial planning, integrated wealth management and investment advice to affluent individuals and their families. As a team of four professionals who are driven by a passion for excellence and a genuine concern for people, we aim to improve the quality of our clients’ lives by listening, understanding and acting to help them attain their financial goals and dreams.
Our mission is to provide clients with the peace of mind and the financial freedom to live comfortably and with the confidence of knowing they will not outlive their assets. We focus primarily on individuals in or near retirement who are serious about making smart decisions with their money and realize financial planning is about quality of life, not about the hot fund of the month.
Our integrated wealth management process ensures client goals remain the centerpiece of our recommendations and strategies. We assess, coordinate and track all aspects of our clients’ financial lives, including retirement planning, asset management, risk management, estate planning, insurance, and college funding. By collaborating with our clients’ key advisors (CPAs, attorneys, insurance agents, etc.), we provide expertise that is broad, deep and well-coordinated. Our approach is designed to help our clients simplify their financial lives and make smarter financial decisions so they can spend more time living life and achieving financial independence.
Mark has over 20 years of financial services and investment experience working with institutions, corporations and individuals. Mark greatly enjoys his role in helping people develop finer lives by solving financial problems and obstacles and getting their financial household in good order.
Prior to joining Financial Independence, Mark was a Vice President with MFS Investment Management, with a focus on institutional investments and relationship management for senior MFS relationships. Mark earned the Certified Financial Planner (CFP®) designation in 2007, studying at the College for Financial Planning. The CFP® certification requires passing five core curriculum tests in Estate Planning, Taxes, Retirement Plans, Investments, Insurance and Planning, as well as an integrated ten hour final exam. In 1993, Mark received his M.B.A with a concentration in finance from Boston College and a B.A. from Clark University in 1985.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance: multiple states, Health/disability insurance: multiple states
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: We do not accept any commissions on any investment product and all our performance reports are net of all fees and expenses.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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