Back to Search Favorites List

Mark Whitaker (CFP®, MSFP)

Mark Whitaker focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

- Retirement income planning (We help you maximize your retirement income, by coordinating retirement assets, pensions, executive compensation, and social security)

- Tax Planning (We help you keep more of your hard-earned money through proactive tax strategies)

- Investment Management (We help you improve your investing by putting together sensible investment plans using the Perennial Income Model)

-Multi-generational planning (We help your money go to the people and places you want through next-generation gifting, estate planning, and education)

Additional Information

Retirement Advice LLC specializes in helping successful professionals transition from their career to retirement. Retirement Advice LLC uses an innovative approach to retirement planning that guides professionals through a process of transforming their ideas and dreams about retirement into a tangible retirement plan. This approach allows professionals to maximize their retirement income, reduce taxes, and leave an enduring legacy. Retirement Advice LLC specializes in helping you retire early, and retire empowered, so you can not only survive but thrive during your next phase of life.

NAPFA Start Date

June 01, 2020

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit
Visit Website