Testimonials

Mark is a knowledgeable, diligent and caring adviser to clients who need advice about important long term financial decisions. He focuses on the specific needs of his clients and offers practical solutions for meeting those needs. He knows how to maximize the synergy of professionals in different fields who are providing services to the same client.

Mark guided us on how to get set up with a Special Needs Trust for our daughter Shannon. My husband and I knew we needed a trust for our daughter but did not know where to begin. Mark was able to make an introduction to an Estate Attorney who assisted us in court appointed guardianship for our daughter as well as drafting the legal documents to tie the Trust into our estate plan. Mark also assisted us in ways of funding the trust.

Mark is extremely thorough in his explanation of services that he can provide. He will review what you currently have and provide you with a honest assessment of what you should have if anything is missing. If nothing else, talking to Mark is definitely worth your time.

After knowing Mark for a number of years, I'm glad we moved our investments over to Absolute Conclusions. Mark sat with my wife and I and reviewed my historical reports and guided us towards new investments that better meet our needs. He also pointed out some key legal documents that need to be in place for our family's best interest. Highly recommend meeting with him for a portfolio review.

Mark worked on our perm and term life insurance policies. For the always busy business owner, Mark was exactly what we needed. He checked in daily to make sure we were comfortable with every part of the process. He tailored the policy to our needs, not his. He even refused some business stating it was not ideal for us. That is the sign of a true professional. We love working with him and will refer all friends, family and customers his way.