Educating clients on matters of financial risk faced by retirees
Tailoring services based on each client’s resources, personality, needs, and goals
Fully committed to offering unbiased expertise
Mark Shemtob provides expert, unbiased, and personalized consultations to retirees and those in the process of planning for retirement. No boiler plate financial plans are offered. Instead, based on the client's concerns, needs and circumstances Mark provides a customized analysis. Periodic ongoing consultation is also provided at the request of the client.
Mark Shemtob Financial Planner LLC sells no products nor serves as a Registered Investment Advisor. All compensation is based strictly on an hourly based consulting fee.