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Home - On The Mark Money, Ph: (214)536-4678, Investment Management, Tax Strategy & Retirement Planning - Financial Strategy to Grow and Protect Your Legacy

On The Mark MoneyI nvestment Management , Tax Distribution & Retirement Planning Financial Strategy to grow and protect your legacy.  "We ofte n times uncover opportunity for clients to save tens of thousands of dollars on investment management fees as well asseveral hundred thousand dollars on tax liability from qualified plan distribution."   Take 15 minutes today for a Discovery …

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On The Mark MoneyI nvestment Management , Tax Distribution &amp; Retirement Planning Financial Strategy to grow and protect your legacy.&nbsp; &quot;We ofte n times uncover opportunity for clients to save tens of thousands of dollars on investment management fees as well asseveral hundred thousand dollars on tax liability from&nbsp;qualified plan distribution.&quot; &nbsp;&nbsp;Take 15 minutes today for a Discovery &hellip;
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Home - On The Mark Money, Ph: (214)536-4678, Investment Management, Tax Strategy & Retirement Planning - Financial Strategy to Grow and Protect Your Legacy | onthemarkmoney.com Reviews

https://onthemarkmoney.com

On The Mark MoneyI nvestment Management , Tax Distribution &amp; Retirement Planning Financial Strategy to grow and protect your legacy.&nbsp; &quot;We ofte n times uncover opportunity for clients to save tens of thousands of dollars on investment management fees as well asseveral hundred thousand dollars on tax liability from&nbsp;qualified plan distribution.&quot; &nbsp;&nbsp;Take 15 minutes today for a Discovery &hellip;

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1

Our Process | On The Mark Money

http://onthemarkmoney.com/process

Skip to main content. A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family. This goal-based financial security planning approach is designed to help you:. As a Financial Security Advi...

2

Retirement Planning | On The Mark Money

http://onthemarkmoney.com/products/retirement-planning

Skip to main content. There actually is a lifetime after retirement and the need to be able to provide for a steady stream of income that cannot be outlived is more important than ever. With the prospect of paying for retirement needs for as many as 20 years, retirees need to be concerned with maintaining their cost-of-living. Depending on the size and type of the organization, they may offer a 401(k) Plan, a Simplified Employee Pension Plan or, in the case of a non-profit organization, a 403(b) plan.

3

Events | On The Mark Money

http://onthemarkmoney.com/events

Skip to main content. Check back soon for upcoming events. 5700 Granite Pkwy, Ste. 200.

4

Investments

http://onthemarkmoney.com/products/investments

Skip to main content. Investments can play a key role in your financial security plan. For individuals, a mix of registered and non-registered savings, income and pension plans can help achieve short- and long-term goals. For employee groups, I can offer advice on registered and non-registered savings and pension plans. Registered retirement savings plans and Registered education savings plans. Group retirement and savings plans. Potential for creditor protection. Savings on potential probate fees. Just ...

5

Our Team | On The Mark Money

http://onthemarkmoney.com/our-team

Skip to main content. Mark is a Fee-Only Investment Advisor and Fiduciary specializing in Investment Management, Retirement Income and Estate Planning who has been serving clients for more than 25 years throughout Texas. Mark has successfully completed the FINRA sponsored Series 7, 6, 63, 65 examinations, as well as holds a General Agency Life and Health Insurance license. Mark operates as principal of each of the following companies; each with a specific sector of overall services provided:.

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Home - On The Mark Money, Ph: (214)536-4678, Investment Management, Tax Strategy & Retirement Planning - Financial Strategy to Grow and Protect Your Legacy

On The Mark Money. Investment Management, Tax Distribution and Retirement Planning. Financial Strategy to grow and protect your legacy. We often times uncover opportunity for clients to save tens of thousands of dollars. On investment management fees. Everal hundred thousand dollars. On tax liability from. Take 15 minutes today for a Discovery Call to see how we might serve you. How You May Benefit:. We have been very blessed to benefit from the relationships built with our clients over the many years.

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