Mark Coker | Retirement Planning Specialist
Mark is a native to the Pacific Northwest. He spent nearly 20 years living in Brooklyn New York. He and his wife moved back to raise their son in the open spaces and beautiful places in northwest Washington.
Mark helps people navigate their financial retirement options. Many people are retiring earlier and living longer. Having assured retirement income is a major concern as people move into or are already in retirement. And he specifically focuses on helping them live without the fear of losing the money they worked so hard to earn and save. As Mark says, ‘It’s truly rewarding to help my clients have peace of mind about their financial future’.
Mark is a member of the National Association of Insurance and Financial Advisors (NAIFA) which protects and promotes the vital role of insurance provided by professional agents and advisors
What We Do For Clients
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
We Love To Meet New People!