Mark L. Sims, LUTCF, Financial Services Professional
As with most other things in life, the key to achieving your long-term financial objectives is a strategy. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, strategizing your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC . I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
As part of my ongoing effort to add value for my clients, I am certified to offer a unique educational approach to retirement planning called the Macro Asset Perspective®.
MAP logoWhatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®.
The Macro Asset Perspective® helps you implement a balanced approach to your personal accumulation & income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.
While this process was originally developed for a physician's network on the west coast and high-tech engineers in the Silicon Valley, it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
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Mark Sims is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of WA and MI. No insurance business may be conducted outside these states referenced.
Mark Sims is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency,1851 Central Place South #110, Kent, WA 98030. 253-854-7374. In this regard, this communication is strictly intended for individuals residing in the state of WA No offers may be made or accepted from any resident outside the specific state(s) referenced.