Mark Shone

There are only four things a client can do with their money: Spend it, give it to their kids, give it to charity, or give it to the government. With this in mind, my job is to identify how they want their wealth to be utilized both now and in the future. This process begins by spending a great deal of time understanding the goals of each of my clients, including gathering all the necessary financial information. I then take a deep dive into all aspects of financial planning—such as a cash flow projection, retirement income needs, investment strategies, estate planning, tax planning optimization, and an insurance analysis—to develop a personalized wealth strategy.

Helping my clients reach their financial goals is something I take very personally and seriously, and I make it my mission to provide clients with the same level of advice and care that I would give to a member of my own family. I want my clients to see me as their planning partner, helping them to making smarter financial decisions over the course of their lives and in the ever-changing financial world.