About Us
Mark Levin
My mission is to help you develop a comprehensive plan to secure your financial well-being, regardless of economic uncertainty, health issues, or income tax changes.
Let’s work together to:
- Minimize your risk
- Generate lifetime income
- Help you efficiently distribute your assets to your children and grandchildren
But Secure Your World provides you with much more just than a plan. As a Certified Financial Planner™ for the last 33 years, I can help you address your biggest concerns and guide you toward the future you want five, 10, or 20 years from now.
I’m ready to answer any questions you have, serve as your advocate with your current custodians, and review your situation every six months to determine which adjustments we need to make for your secure retirement.
You can count on me to:
- Listen to you
- Wait to offer solutions until I truly understand what you want to accomplish
- Base my recommendations on what I know works, rather than some new concept that sounds better in theory than in practice
When we collaborate to accomplish your long-term goals, we both win. I don’t have biases toward one type of investment over another, nor am I limited by proprietary relationships as to what products I can offer you and your family.
If you are ready to Secure Your World, get in touch today to schedule an appointment! I look forward to hearing from you.