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StockConsultant
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*Financial Planning

LifeMark Securities Corp. financial planning services are focused on your
investment objectives.

In order to provide professional advice concerning your financial matters, a
financial plan may be recommended to identify your goals, analyze your
current financial situation, and outline the steps necessary to accomplish
those goals.

We will develop a suitable plan from the information you provide and on
assumptions we determine together. Together, we will monitor your plan to
heip or assist you meet your financial goal, and adjust it as
needed when, and if your financial situation changes.

*Financial Planning Services

  • Retirement Plan Analysis
  • Portfolio Review and Asset Allocation Recommendation
  • College Education Planning Analysis
  • Stock Option Analysis
  • Statement of Net Worth and Current Cash Flow
  • Estate and Trust Analysis
  • Life and Disability Insurance Analysis
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