One of Tennessee's Top Agents
Since 1984, Mark S. Mears has been successfully providing guidance and quality insurance products to his clients.
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.
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.
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.
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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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Savings Accumulation
Estimate the future value of your current savings.