Advanced Wealth Preservation and its network of financial, legal, accounting, and business planning specialists serve successful individuals and business owners across the country. They specialize in helping individuals, families, and business owners with Retirement Income and Estate Planning, Long-Term Care, Long-Term Disability, Tax-free Savings, Free College Money, Risk Managed Investments, Employee Benefits, Business, and Personal Insurance and Business Succession Plans. Their network of financial, legal, accounting, and tax specialists develop custom strategies based on individual goals and needs.
The interview on the Business Innovators Radio Network can be heard here:
During the interview, Mark discusses how Advanced Wealth Preservation takes a different approach than many financial planning and asset management organizations to maximize retirement planning options for their clients. Because Social Security is a necessary part of a comprehensive retirement income strategy, there are important considerations before choosing to claim early. Working with a financial professional is crucial in coordinating these types of benefits.
Mark explained that “We help successful people mitigate life’s major risks including market risk, savings withdrawal risk, inflation risk, health-care risk, loss of income risk, and probate risk. We often work side by side with a client’s CPA to achieve desired results. Most importantly, our wealth preservation strategies help people keep more of their hard-earned money for themselves and their families. Our custom-developed strategies are the foundation for people’s retirement income, health care, asset protection. college planning and legacy needs.”
About Mark MacDonald
Mark MacDonald is a leading Financial Educator and Retirement Advisor. He is passionate about helping individuals and business owners across the country develop personal Retirement Income, Healthcare, Tax-Reduction, and Legacy Estate Plans for themselves and their loved ones. Mark also educates people on planning and protecting their retirement years from the four significant wealth destroyers: Market Crashes, Inflation, Taxes, and Catastrophic Health.
Most important, Mark is an independent financial advisor that enables him to put his clients first in the planning process and offer a wide range of financial products and services from leading global and national financial service companies.
Mark is a licensed Investment Advisor Representative with Brookstone Capital Management (TD Ameritrade Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor, and Certified College Planning Specialist. He is a former U.S. publishing executive at leading financial news companies, including US News and World Report, Individual Investor, and Ticker Magazine.
Mark helps married, single, divorced, and widowed individuals develop personal Retirement Plans that…
- Maximize Social Security Income
•Optimize Corporate, Federal and State Pensions
•Create Guaranteed Lifetime Income
•Protect and Grow Retirement Savings
•Calculate and Optimize Required Minimum Distributions (RMD’s)
•Reduce Taxes in Retirement
•Implement Medicare, Medicare Supplement and Long-Term Care Retirement Health Coverage
•Develop Gifting and Legacy Plans for Loved-Ones and Charities
•Reduce College Costs
Mark’s 6-Step ARPP- Advanced Retirement Planning Process helps Professionals, Business Owners, and Corporate, Federal, State, and Union Executives and Employees across the country with their Retirement Income, Healthcare, Tax Reduction, and Estate Planning needs.
Mark has been married to his wife Leigh for 38 years and are proud parents of two daughters and two grandchildren. Mark is a member of the BBB, National Ethics Association, International Association of Registered Financial Consultants, National Association of Insurance and Financial Advisors, Association of Financial Educators, National Social Security Association, and National Institute of Certified College Planners.
Get Answers to Social Security Questions…and/or…a Free 12-Page Custom Social Security Maximization Report:
Call Mark at 908-397-9902 | Email Mark at: Mark@advwp.com
Investment Advisory Services offered through Brookstone Capital Management. LLC (BCM), a registered investment advisor. Advanced Wealth Preservation and Brookstone Capital Management are independent of each other. Insurance products and services are no offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. The National Social Security Advisor certification is obtained by completing and passing a certification exam and requires biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com