As a wealth teacher and coach, I focus on educating and motivating my clients through the implementation of strategies and products designed to protect one's hard earned wealth. Not 'from rice patties to rice patties in three generations' but from safety to comfort to significance through a structured process. I mainly engage family stewards/society builders such as owners of privately held and/or family run businesses, business executives, university professors and working families within five years of retiring. Clients with charitable and philanthropic interests are an honor to serve. Being and doing better are key.Mark's clients can expect: constant communication, analysis, and synthesis about their situation that frees them to be their best.Specialties: The initiation and successful implementation of a long term financial advice relationship inclusive of wealth accumulation, income distribution, risk management and legacy planning. Discovering/listening/learning what motivates and excites clients is key. Some of my client's motivators are: "Don't lose my money or mess up my kids", "Assist me in safely meeting my obligations and living purposefully" and "Help me practice retiring before retiring".