Mark Sweeney, Mid-Atlantic Financial Group-Prudential Advisers
- Insurance Services
- Financial Services-Personal
- Financial Services
Financial Services Professional, I offer holistic planning services to my clients helping them reach their financial and life goals.
My model is focused on "uncomplicating the complicated" and making sure you don’t run out of money before you run out of time.
It is my job to help you create a better financial life today and in the future. I will work with you to help build a plan defined around your goals. I am committed to providing advice specific to your situation that is clear, relevant, and actionable. I’ll work hard to provide enduring stewardship to your financial assets.
Some of the biggest questions and concerns my clients face include:
? Will I have enough money to retire?
? Can I stay retired without having to go back to work?
? Are my current 401k contributions going to be enough for a comfortable retirement?
? How can I locate my old 401Ks/IRAs to consolidate into one account?
? How do I reduce my debt, so I can save for retirement?
? How can I pay for my kid’s college and save for retirement?
? How can I turn my current business assets into personal financial security for myself and my family?
? What strategies can I implement to reduce my taxable income today and in the future?
Do any of these sound familiar? If so, perhaps my team and I can help. Let’s have a short conversation to see if it makes sense for us to work together.
Call 703-624-9641 or email firstname.lastname@example.org
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