Retirement and Estate Planning Specialist Dallas, TX

compare annuitiesRegardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted advisor you can count on to give you the news straight and look after your best interests. That trusted advisor is Mark Pruitt, Senior Market Advisor’s winner of 2012 Advisor of the Year.

 

Mark Pruitt is founder of Strategic Estate Planning Services, a comprehensive wealth management and estate planning firm located in Dallas, TX. Strategic Estate Planning Services works with clients in Dallas area, but they also have an office in nearby Fort Worth where Mark and his team will meet with families on a weekly basis.

 

Mark has nearly 15 years experience working with families and elderly clients. He has taught hundreds of people how to protect and preserve their assets, increase their retirement income and reduce their taxes. He has done planning for as many as 4 generations of the same family. He has clients in their 30′s, 40′s, 50′s, with his main client base being age 55 and up.

 

To develop a financial plan for your future, it’s important for your financial advisor to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. Mark and his team will work with you to design a financial plan that is both sound and comfortable for you.

 

Strategic Estate Planning Services’ areas of expertise include estate and elderly planning, retirement planning, wealth management, 401(k) and IRA rollovers, tax efficient investing, and asset preservation. SEPS understands that Estate Planning requires the use of many different concepts because estate planning is more then just Financial Planning. Many other resources are needed as we progress in life. SEPS realizes that many people do not know how to find the right resources when they need them the most. SEPS is experienced in helping families when those needs arise.

 

Mark and Strategic Estate Planning’s contact info can be found on their website at:

http://www.strategicestateplanning.com/Home.aspx

 

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