The quantity of information available to consumers in today’s world about investing has given many people the impression that they can manage their investments and personal financial planning alone. The truth is that there is so much information, it takes a full-time financial advisor to weed through the volumes of news and reports available.
There are few things more important than your financial security, and having a financial planner on your side makes a world of sense. Financial advisors possess a sound understanding of complex financial issues and can provide an objective opinion without the emotion that can so often cloud judgment. It is my responsibility to stay abreast of the complexities of investing. My goal is to help you pursue the most practical financial plan strategy toward your financial goals.
Let Mark Take Care of You!
By being an independent fee-based financial planner in Toms River, there are no proprietary conflicts between various commission-based products and what is best for the client. Advisory fees are based on the percent of assets under management. This means that, as your assets grow, the management fee grows proportionally and that, if the portfolio loses value, the fee shrinks proportionally. We want to be in this together with you for the long-term; we are not traders, we are long-term investors. We believe that this type of arrangement results in a win-win situation for us both.
Let me put my professional experience and client commitment to work for you. I will do the heavy lifting so that you can focus on what you prefer to do best and stop spending time and worrying about what you haven’t done.