One of Tennessee's Top Agents
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WATCH THIS VIDEO ABOUT RETIREMENT STRATEGIES AND RMD MAXIMIZATION
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.
Since 1984, Mark S. Mears has been successfully providing guidance and quality insurance products to his clients. Through constant effort and a reputation for outstanding service, he has built a solid base of satisfied clients who would recommend him to their friends and colleagues.
Mark received his CLU(R) designation August 1, 2004. He has been listed in The Wall Street Journal as a member of the prestigious Million Dollar Round Table, which is recognized internationally as the standard of excellence in life insurance sales and service. Mark has the honor of being a lifetime member of the Million Dollar Round Table.
Our role is to educate and motivate clients and their advisors in addressing critical planning issues.
Mark concentrates his business career on retirement and estate planning for his clientele of high net-worth individuals, successful professionals, business owners, and retirees. His professional affiliations are membership in the National Association of Life Underwriters and Who's Who in Executives and Professionals.
Please use our site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Newsletters
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Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
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Donor-Advised Funds Combine Charitable Impact with Tax Benefits
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
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Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Accumulation
Estimate the future value of your current savings.