Ask Mark Funk about his success and the first words you'll hear, "Let me tell you about my team."
Surrounding you with talented people is a top priority for Mark. In working with Mark's team, you can have confidence in your financial future. You don't have to rely on an individual advisor, you have a team. Helping you build a financial plan. Rooted in your individual goals. Built specifically for you.
Unfortunately, there isn't a simple way to describe what Mark and his team do, because it's different for every client. In fact, they prefer to show you. They start with listening in trying to understand what you want, and providing honest and upfront feedback regarding the concerns you have. Finally, and most importantly, they partner with you to follow through on the plan - working diligently to earn the right to call you a client.
If you're in or nearing retirement, a business owner, physician or corporate executive, you can count on Mark and his team to partner with you to design the retirement you've earned.
With over 18 years of experience, Mark's team holds the professional designations of:
Accredited Estate Planner (AEP®)
The Accredited Estate Planner (AEP®) designation provides the ability to effectively advise clients in the areas of gift and estate planning covering important topics such as taxable transfers, property valuation, charitable and other deductions, and contractual beneficiary designation and operation of law.
Certified Financial Planner (CFP®)
Certified Financial Planner (CFP®) professionals have completed extensive training, experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and make recommendations in the client's best interest. From budgeting to planning for retirement, to saving for education, to managing a client's insurance coverage; "finances" doesn't mean just one thing for most Americans — and "financial planning" means much more than just investing.
Chartered Advisor for Senior Living (CASL®)
The Chartered Advisor for Senior Living (CASL®) designation focuses on a thorough understanding of health and health care insurance-related issues, long-term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions. The CASL® designation delivers the rigor and specialized knowledge needed to be truly effective in retirement planning.
Chartered Advisor in Philanthropy (CAP®)
The Chartered Advisor in Philanthropy (CAP®) designation provides the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. Those enrolled in CAP® are highly successful advisors and fundraisers who are taking their already high-achieving career to another plane. Having learned earlier in their career to plan for client needs, or have learned how to raise significant funds, these advisors and gift planners take CAP® to provide a higher level of service to their donor/clients, and to help advance philanthropy in their local communities.
Chartered Financial Consultant (ChFC®)
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
Chartered Life Underwriter (CLU®)
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
Master of Science in Financial Services (MSFS)
The Master of Science in Financial Services (MSFS) provides the tools needed to analyze, plan and implement integrated financial and life strategies. Those with the MSFS designation are experts in the wealth accumulation process, how to work with business owners to develop compensation, succession planning, and retirement strategies and how to guide individuals in the areas of tax, retirement planning, and estate planning.
