Mark Stevens, CFP®, ChFC
Phone: 770-353-6354 Mark Stevens is a seasoned financial services practitioner with 20 years experience. His focus is helping clients organize their money and prepare for critical financial events with retirement income strategies, along with providing comprehensive financial and estate planning, including asset management and insurance planning services. He has special knowledge and a unique ability to help in developing distribution strategies for college and retirement planning. As a trained and experienced retirement planner for those preparing for or just entering retirement, Mark has a passion for helping clients discover, pursue and crystallize their visions of retirement. Mark believes it takes time to get to know a client and their preferences, and it is time well spent. His quest for sterling quality service and advice to folks nearing or in retirement combined with extensive financial training lend to his genuine gift for guiding people through the complexities related to retirement income planning, estate planning and general financial planning. Stevens Wealth Strategies prides itself in providing diversified objectivity and the highest level of integrity coupled with the personalized attention you would expect from a smaller, independent firm. Their clients also receive benefits from working within a consortium of fellow independent planners whose collective experience carries into a variety of areas of expertise and specialization in the financial services profession. This consortium is known as Integrated Financial Group. Mark says, “We often draw from this brain trust to aid in the service of our clients’ needs.” And finally we have chosen to partner with LPL Financial, the country’s largest Independent Broker-Dealer*, that serves to further enrich our resources. Committed to sharing his insights and expanding the knowledge of others, Mark has spoken to a multitude of individuals and other financial professionals, such as CPA’s, about various financial issues. He has been a featured speaker at seminars for major corporations and organizations, as well as numerous seminars designed for clients and the general public. Mark resides in Gwinnett County where he enjoys spending time with his three boys. With an endless passion for life and learning, Mark keeps his body, mind and spirit strong and vibrant through reading, exercise, weight lifting, mountain biking, golf, and Texas Hold’em tournaments around town. He stays spiritually connected by volunteering at and attending his Church, community and neighborhood events. PracticeFocus
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200 Ashford Center North Phone: 770-353-6400 |