Mark Colgan, Cfp® work email
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Mark Colgan, Cfp® personal email
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We get it, life-altering moments happen. Whether it’s a job change, divorce, retirement, health issues, or the loss of a loved one, these are moments that can shake up your world and leave you feeling overwhelmed and unsure of what steps to take. Especially when it comes to reshuffling your financial strategies. Your new reality needs a financial plan that is well thought out, reflecting your current needs and future dreams.We specialize in providing comprehensive support in times like these. We’ve crafted a financial planning process that helps you establish new financial priorities and make well-informed decisions, so you’re ready to embrace the opportunities your future holds.The Legal StuffMark is a CFP® professional, having fulfilled Certified Financial Planner Board's rigorous requirements. CFP® professionals are held to strict ethical standards and must acquire several years of experience related to delivering financial planning services to clients and must pass the comprehensive CFP® Certification Exam.The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org, https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network ®.Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
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FounderPlan Your Legacy, LlcNew York, United States -
President + Wealth AdvisorMontage Wealth Mgmt May 2014 - PresentPittsford, New York, UsWE ARE FINANCIAL PLANNERS WITH DISTINCTION.Leveraging our extensive experience, we’re good at several things. Personalized financial planning, retirement planning, fiduciary investment management, tax planning and estate planning.But let’s be frank: Those are core expectations for any wealth management firm.Through our vast experience, we’ve developed a distinct ability to guide people through big life changes.MAKING NEW PLANS FOR NEW REALITIES IS OUR THING.Even if you’re not facing a significant life event or milestone today, you’re likely to at some point. We’re here to help you:1. Proactively address and prepare for significant life events that, if left unaddressed, could pose significant challenges for your loved ones.2. Develop smart saving and spending strategies that keep you on track with your financial goals, while enabling you to enjoy today’s pleasures without thinking twice.3. Feel confident you have the right team in place, fueling enthusiasm about your next chapter in life. -
FounderPlan Your Legacy, Llc 2002 - PresentAs founder of Plan Your Legacy, Mark is instrumental in developing the vision of the firm, developing marketing concepts and enhancing their overall service offering. Mark is a sought-after national speaker and expert on legacy planning. This specialty was born after he authored The Survivor Assistance Handbook: A Guide for Financial Transition, which he was inspired to write after his first wife passed away unexpectedly at the young age of 28. His articles have appeared in U.S. News and World Report, The Journal of Financial Planning, American Association of Individual Investors, and Money Adviser, a Consumer Reports publication. He has also been cited by Fox News, CBS MarketWatch, Oprah and Friends, Morningstar.com, and other mainstream media. -
Company OwnerColgan Capital Jan 2000 - May 2014A Certified Financial Planner professional, Mark helps people get their finances dialed in to do more of what they love, because while money’s great, all we take with us when we go is the memories it affords.
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Investment ConsultantMcdonald Investments 1995 - 1999Cleveland, Oh, UsHelped individuals with financial planning, investment management, insurance solutions and personal legacy planning.
Mark Colgan, Cfp® Skills
Mark Colgan, Cfp® Education Details
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Rochester Institute Of TechnologyFinance -
State University Of New York College At PotsdamEconomics
Frequently Asked Questions about Mark Colgan, Cfp®
What company does Mark Colgan, Cfp® work for?
Mark Colgan, Cfp® works for Plan Your Legacy, Llc
What is Mark Colgan, Cfp®'s role at the current company?
Mark Colgan, Cfp®'s current role is Founder.
What is Mark Colgan, Cfp®'s email address?
Mark Colgan, Cfp®'s email address is mc****@****tal.com
What is Mark Colgan, Cfp®'s direct phone number?
Mark Colgan, Cfp®'s direct phone number is +158541*****
What schools did Mark Colgan, Cfp® attend?
Mark Colgan, Cfp® attended Rochester Institute Of Technology, State University Of New York College At Potsdam.
What are some of Mark Colgan, Cfp®'s interests?
Mark Colgan, Cfp® has interest in Children, Boating And Hiking, Education, Mountain Biking, Health.
What skills is Mark Colgan, Cfp® known for?
Mark Colgan, Cfp® has skills like Financial Services, Investments, Estate Planning, Insurance, Securities, Finance.
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