About Us
Mark Heath
Licensed Life and Annuity Agent Serving Michigan and Washington
Registered Tax Return Preparer Accredited by the IRS
Choosing to work with me means partnering with someone who is fully committed to prioritizing your best interests. I take the time to understand your financial goals, assess your needs, and consider your risk tolerance before making any recommendations. My focus is on providing tailored solutions that align with what’s right for you—whether or not I represent those products directly.
The investments and products I offer ensure the protection of your principal, and you can have peace of mind knowing that your funds are never used to compensate me. However, I also explore options beyond my offerings if they best suit your unique situation. My ultimate goal is to craft a personalized financial plan that sets you on the path to success with clarity and confidence.
Mark Heath Financial was founded in 2013 to deliver expert financial and retirement planning services built on integrity, trust, and a deep understanding of clients’ needs. Mark Heath, the founder, brings over 36 years of tax accounting experience and an unwavering dedication to personalized client service.
Mark’s journey began with a degree in Finance and Accounting from Grand Valley State University. Originally from Coopersville, MI, he moved to Howard City, MI, in 1981 after purchasing and running a golf course for 31 years. During the off-season, Mark honed his expertise as a tax accountant. Upon selling the golf course in 2012, he expanded into financial planning and insurance, driven by a vision to integrate tax expertise with retirement planning for comprehensive financial solutions.
Mark founded Mark Heath LLC with a focused mission: to offer financial and retirement strategies that prioritize his client’s goals and best interests. He chose to sell only products that provide 100% principal protection and avoid costing clients commissions from their funds. Often, this meant recommending products that generated no compensation for him, but Mark remained steadfast in delivering solutions tailored to his client’s unique goals, resources, and risk tolerance.
In 2019, Mark relocated to Washington State to be with his wife, Jo Ellen but continues to split his time between Washington and Michigan. His Michigan offices, staffed by two dedicated full-time employees, provide consistent, high-quality service year-round.
At Mark Heath Financial, we believe in creating financial plans that reflect everything we learn about our clients—their dreams, challenges, and aspirations. With our expertise in tax accounting and retirement planning, we are committed to guiding you toward a secure financial future.
Education & Experience:
- Coopersville High School
- Grand Valley State University – B.S. Finance & Economics
- Registered Tax Return Preparer – as designated by the IRS
- Licensed in Michigan & Washington for Life, Health, and Annuity Sales
- 42 years of experience in Tax, Financial, and Social Security Planning
Our Services
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Mark Heath Financial, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.
Additional Services
Data Specialists, Inc.
