THE IFW RETIREMENT ROADMAP EXPERIENCE
I Can’t Wait To Guide You Through Your IFW Retirement Roadmap Experience!
Hi my name is Mark Stoecker, I’m founder and fiduciary for On The Mark Money. We’ve been helping clients across the country for 32 years in retirement planning.
About Us Video: https://onthemarkmoney.sharefile.com/d-se855e98bb1174c25b36f67bc57882f65
What makes us different as a financial planning firm; we are an independent Investment Advisor and we operate as a Fiduciary. By law, we work for your best interest first.
#1, We start out by trying to save you at least 40% in fees. Ultimately, with proper planning, this alone can save you thousands and even as much as tens of thousands of dollars every year that go back to work into your retirement accounts. Think of the compounding effect this could have on the growth of your retirement over time… it could be hundreds of thousands of dollars or more.
#2, We would like to protect your retirement income throughout your lifetime, so you don’t have any surprises. The last thing you want is an unstable foundation in your retirement income. Secure, consistent income allows for peace to make plans in other areas of your retirement lifestyle journey. This is your buffer against the headwinds that occasionally appear in the economy. Your income plan is your foundation that allows you to navigate these situations with certainty. We like to make sure you’re covered throughout your retirement lifetime.
#3, We would like to grow your portfolio to at least double or even triple over time to get you to your retirement goals earlier. With proper planning, taking some of the erosion aspects away from your retirement exposure, it’s very possible to achieve your retirement goals earlier than you may have expected.
As a planner and retirement advisor, what inspired me to do what I do is my mother. My mother worked 50 years and was laid off, “surprise layoff”, a few weeks before she was to receive a large increase in her pension. And so, when you see a change like this affect people, especially those close to you, that’s why it’s important for me to help people look for these pitfalls before they happen and plan around them.
We hope to design your ideal retirement plan that achieves your lifestyle goals and these goals we’ve outlined above, combined, without spending any new money… and in most cases, saving you money. We look forward to hearing from you soon.