R. Mark Smith, Lutcf

R. Mark Smith, Lutcf Email and Phone Number

Partner at Magnolia Financial Group @ Magnolia Financial Group
roswell, georgia, united states
R. Mark Smith, Lutcf's Location
Atlanta, Georgia, United States, United States
R. Mark Smith, Lutcf's Contact Details

R. Mark Smith, Lutcf personal email

n/a
About R. Mark Smith, Lutcf

Mark Smith has over 20 years' experience seeking sound financial strategies for families, individuals, and businesses. As an independent financial professional, Mark helps clients 'put their finger on' financial needs, goals, and dreams, and then designs a plan to help work towards them. He is deeply committed to providing ongoing, long-term direction for the retirement and estate planning process. Mark also specializes in wealth distribution planning for people in or close to retirement, giving strategic advice for those seeking to turn 401(k)s, IRAs, and other assets into an income stream for life.On August 1st, 2019, Magnolia Financial Group and R.M. Smith & Associates joined forces to offer their clients an enhanced financial planning experience.Mark lives in Sandy Springs with his wife, Megan, and their two daughters, Lucy and Tatum.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section. Advisory Services offered through IFG Advisory, LLC, a Registered Investment Advisor. Integrated Financial Group, IFG Advisory, LLC, Magnolia Financial Group, and R.M. Smith & Associates, Inc. are separate entities from LPL Financial. The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015-2018 Five Star Wealth Managers.Third-party posts found on this profile do not reflect the views of LPL Financial and havenot been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit: www.mfgplanning.com

R. Mark Smith, Lutcf's Current Company Details
Magnolia Financial Group

Magnolia Financial Group

View
Partner at Magnolia Financial Group
roswell, georgia, united states
Website:
mfgatlanta.com
Employees:
5
R. Mark Smith, Lutcf Work Experience Details
  • Magnolia Financial Group
    Partner
    Magnolia Financial Group Aug 2019 - Present
    Roswell, Ga
    On August 1st, 2019, Magnolia Financial Group and R.M. Smith & Associates joined forces to offer their clients an enhanced financial planning experience. Mark Smith and Trent Adams met in 2015 upon joining Integrated Financial Group, a consortium of independent financial planners who believe that many minds are greater than one when preparing clients for a "work-optional lifestyle." Since that time, Mark and Trent have sought council in each other and fostered a collective experience between… Show more On August 1st, 2019, Magnolia Financial Group and R.M. Smith & Associates joined forces to offer their clients an enhanced financial planning experience. Mark Smith and Trent Adams met in 2015 upon joining Integrated Financial Group, a consortium of independent financial planners who believe that many minds are greater than one when preparing clients for a "work-optional lifestyle." Since that time, Mark and Trent have sought council in each other and fostered a collective experience between their teams. As their camaraderie grew, it became apparent it was time to come together under one roof and be a permanent resource to each other and their clients. Show less
  • Integrated Financial Group | The Brain Trust
    Consortium Member
    Integrated Financial Group | The Brain Trust 2014 - Present
    Atlanta, Ga
    “People do business with people because they choose to, not because they have to. We can always find others doing the same thing or selling the same product, it’s the personal connection that makes the difference. By becoming a member of the Consortium, I have found the additional support and connection I need to add to my client relationships. Being independent doesn't mean being alone."
  • R. M. Smith & Associates, Inc.
    President
    R. M. Smith & Associates, Inc. 2003 - Present
    Atlanta, Ga
    SOUND FINANCIAL STRATEGIES FOR ESTATE, BUSINESS & RETIREMENT PLANNING• Objective Advice• Putting Your Interests First• Individuals, Families & Businesses • 20-Years’ Experience AREAS OF EXPERTISE• Retirement Income Planning• Investment Management• Income Planning• Estate Planning• Annuity Analysis• Life Insurance Analysis• Long-Term Care PlanningEDUCATION/CERTIFICATION• Life Underwriter Training Council Fellow (LUTCF)• FINRA… Show more SOUND FINANCIAL STRATEGIES FOR ESTATE, BUSINESS & RETIREMENT PLANNING• Objective Advice• Putting Your Interests First• Individuals, Families & Businesses • 20-Years’ Experience AREAS OF EXPERTISE• Retirement Income Planning• Investment Management• Income Planning• Estate Planning• Annuity Analysis• Life Insurance Analysis• Long-Term Care PlanningEDUCATION/CERTIFICATION• Life Underwriter Training Council Fellow (LUTCF)• FINRA Series 6, 7, 63 registrations held with LPL Financial• FINRA Series 65 & 66 registrations held with IFG Advisory, LLC and LPL Financial• Life & Health Insurance Licenses in GA, AL, IL, ME, NC, OK, TX• Bachelor of Science in Interdisciplinary Studies, University of South Carolina• Member of the National Association of Insurance & Financial Advisors• Member of the Atlanta Association of Insurance & Financial Advisors Show less
  • John Hancock Financial Services
    Agent
    John Hancock Financial Services 1994 - 2003
    Atlanta, Ga

R. Mark Smith, Lutcf Education Details

  • University Of South Carolina Upstate
    University Of South Carolina Upstate
    Bachelor Of Science

Frequently Asked Questions about R. Mark Smith, Lutcf

What company does R. Mark Smith, Lutcf work for?

R. Mark Smith, Lutcf works for Magnolia Financial Group

What is R. Mark Smith, Lutcf's role at the current company?

R. Mark Smith, Lutcf's current role is Partner at Magnolia Financial Group.

What is R. Mark Smith, Lutcf's email address?

R. Mark Smith, Lutcf's email address is ma****@****ith.com

What schools did R. Mark Smith, Lutcf attend?

R. Mark Smith, Lutcf attended University Of South Carolina Upstate.

Who are R. Mark Smith, Lutcf's colleagues?

R. Mark Smith, Lutcf's colleagues are John Hudson, Nikki Cape, Russ Wood, Cfs, Trenton Adams, Cfp®.

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