Mark Colgan, Cfp®

Mark Colgan, Cfp® Email and Phone Number

New York, United States
Mark Colgan, Cfp®'s Location
Pittsford, New York, United States, United States
Mark Colgan, Cfp®'s Contact Details

Mark Colgan, Cfp® work email

Mark Colgan, Cfp® personal email

Mark Colgan, Cfp® phone numbers

About Mark Colgan, Cfp®

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.

Mark Colgan, Cfp®'s Current Company Details
Plan Your Legacy, LLC

Plan Your Legacy, Llc

View
Founder
New York, United States
Website:
mywisdomwill.com
Employees:
1
Mark Colgan, Cfp® Work Experience Details
  • Plan Your Legacy, Llc
    Founder
    Plan Your Legacy, Llc
    New York, United States
  • Montage Wealth Mgmt
    President + Wealth Advisor
    Montage Wealth Mgmt May 2014 - Present
    Pittsford, New York, Us
    WE 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.
  • Plan Your Legacy, Llc
    Founder
    Plan Your Legacy, Llc 2002 - Present
    As 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.
  • Colgan Capital
    Company Owner
    Colgan Capital Jan 2000 - May 2014
    A 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.
  • Mcdonald Investments
    Investment Consultant
    Mcdonald Investments 1995 - 1999
    Cleveland, Oh, Us
    Helped individuals with financial planning, investment management, insurance solutions and personal legacy planning.

Mark Colgan, Cfp® Skills

Financial Services Investments Estate Planning Insurance Securities Finance

Mark Colgan, Cfp® Education Details

  • Rochester Institute Of Technology
    Rochester Institute Of Technology
    Finance
  • State University Of New York College At Potsdam
    State University Of New York College At Potsdam
    Economics

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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