Mark Stevens, CFP®, ChFC

Visit my web site!

Phone: 770-353-6354
Fax: 770-353-6338
E-mail: markstevens@bi-focusfinancial.com

Mark Stevens is a seasoned financial services practitioner with nearly 20 years experience. His focus is in retirement income strategies, along with providing comprehensive financial and estate planning, including asset management and insurance planning services. He has a special knowledge and a unique ability to help in developing distribution strategies for College and Retirement planning.

As a consultant 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, but 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.

Bi-Focus Financial 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 of working within a consortium of fellow independent planners that covers a large area stretching well into the Midwest and Northeast and 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 Securities America, one of the country’s largest Independent Broker Dealers, 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 professional such as CPAs 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 and his wife, Cathy, reside in Gwinnett County, where they enjoy spending time with their 3 boys. With an endless passion for life and learning, Mark keeps his body, mind and spirit strong and vibrant through exercise and weight lifting, golfing, attending his Church and community and neighborhood events.