Our Process

The Mark Heath Financial Three Step Process

Introductions
In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.
Building Your Plan
In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
Proactive Management
As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.

Mission Statement

Our mission is to empower clients to achieve their retirement dreams and financial goals through personalized and thoughtful financial planning. Mark believes every client deserves a tailored approach, as no two financial journeys are alike. By truly understanding each client’s unique objectives, financial circumstances, and risk preferences, we create plans that prioritize comfort, security, and confidence for both current and future needs.

In a financial world often dominated by cookie-cutter solutions, Mark is committed to breaking the mold. He recognizes that many clients are uncomfortable with the level of risk tied to their retirement funds. That’s why his mission focuses on crafting strategies that minimize risk for at least a portion of retirement savings while still delivering returns and income to meet each client’s goals.

As a trusted fiduciary, we always act in the best interests of our clients, ensuring they feel supported, heard, and prepared for life’s transitions. We are here to provide guidance and adapt plans as needs or circumstances evolve, remaining a steadfast partner on every step of their financial journey.

Testimonials

We have been entrusting Mark Heath Financial with our financial planning and investments for many years. We were drawn to Mark’s honesty, integrity and knowledge of his products and services. We would highly recommend him.
K. Bileth
I have worked with Mark Heath for many years. First as my tax accountant and then as my financial advisor. He is dependable, informative and friendly with his time and vast experience. He takes his time to explain everything fully and I trust that he has my best interest in mind with every recommendation he makes.
W. Villet
Mark Heath’s expertise has been crucial in creating a successful financial portfolio. Thanks, Mark Heath Financial.
T. Warnes
After becoming frustrated with the investment advice we had been receiving from another firm, we couldn’t wait to request that Mark Heath become our advisor. From our first meeting with Mark, we were extremely pleased with the information and recommendations received. I only wish we had done it earlier.
H. Cook

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