Mark Toone

How do you approach your finances? What’s you’re process? If you subscribe to the “hold your breath, cover your eyes, cross your fingers and hope for the best” school of thought, know that you’re not alone. In fact, you’re part of the majority. Most people spend more time thinking about their vacation than they do their retirement. But that’s not necessarily a good thing.

It’s not just about crunching numbers. There are so many emotional factors that go into discussing things like life insurance, saving for college, consequences of financial decisions and more. Sometimes you have to answer tough questions to be prepared. This is where I come in – to educate you and help you prepare for your brightest future.

Why People Don’t Like to Think About Finances

Often people are intimidated when it’s time to think about finances. Sometimes they believe asking for help is a sign of weakness, they don’t trust the market, or they are so successful in their professional lives that they don’t even realize they need help with their finances. But thinking about the future while living in the present is so important, it’s time to move beyond whatever is holding you back and start asking questions. Once you are armed with the right information, you will feel more confident making necessary decisions in order to move forward.

What the Decision Making Process Should Look Like

I make the process as painless as possible so that you can feel comfortable moving forward. I have flexible meeting options to best suit your schedule and lifestyle. If you prefer a face-to-face meeting, I am there. If you have a jam-packed schedule and need a phone call, I’m there. If you need to leverage the Internet, I can accommodate you that way, too. If you need me to talk with your estate attorney, CPA or other financial experts, I can do that. I am your partner. Best of all, these meetings don’t cost a penny out of your pocket. I am paid by my company, so you don’t have to worry about one more additional expense.

I’m asking you to really think about your finances – where you are now, and where you are headed. Then pick up the phone and call me, Mark Toone. Or, send me an email. Wherever you are in your life now, let’s plan for your brightest future.



  • The State of Social Security

    The current state of the Social Security program and possible solutions to address the program's projected shortfall.

Subscribe to our Newsletter