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Charter Care Planning, LLC
Mark has been a consultant to his clients for over 22 years and is keenly aware that we are not in a “normal” period in our economic history. He works to make sure his clients receive timely strategies for today’s environment and offers plans which improve net return after taxes. These plans offer income guarantees and don’t affect lifestyle. In addition these same plans, after using the additional cash flow, tend to increase the net result passing to your family.
A graduate of “Florida State University”, Mark majored in Business with a degree in Marketing. He’s also a specialist in Veterans Benefits, most notably the Improved Pension Benefit-also known as the Aid and Attendance Benefit. Mark shows veterans how to qualify for these benefits in the event they may initially fall outside the guidelines.
With the uncertainty of today’s market, Mark works diligently with his clients to make sure their money lasts as long as they do, which seems to be their main concern. In addition to using guaranteed income streams he also works with them to make sure those most important to them are taken care of if something untimely were to happen.