"We knew that simply saving money for an enjoyable retirement wasn’t going to cut it. After suffering through one financial crisis, we realized we needed a financial expert to help our money grow. But finding the right person wasn’t easy—until Mark walked into the law firm where I was working. I heard his Boston accent and took it as a sign to make an appointment. It turned out to be the best gut decision I’ve ever made. The first thing Mark did was get us out of a terrible annuity. He explained why it wasn’t the right vehicle for us and turned that money into a sustainable retirement account. Since then, he has guided us through several market downturns, helping us accumulate the savings we have today.

We got a late start on retirement, but now we know we can retire comfortably without sacrificing our lifestyle. Mark and his team offer a very personalized approach. Whenever we have a question or concern, it’s addressed right away. They make us feel like truly valued clients. Mark’s expertise and guidance have given us a secure retirement we never could have achieved on our own, and I mean that sincerely."