MARK SIMPSON

Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy".
and peace of mind that comes with knowing you have retirement income that's guaranteed to last as long as you do!

About Us

Mark Simpson | President

Mark Simpson first entered the financial services industry in 2015. He previously spent eight years in criminal justice and 25 years in technology in various customer-facing and leadership roles. Mark's goal is always focused on the customer's needs and protection of their assets at present and in the future. His current focus is on reducing the tax burden on his client's income as they near or enter retirement and providing increased growth for their savings and retirement income.

While Mark's business operates out of Collin County, Texas, he cares for clients' needs throughout Texas and Colorado. Mark approaches all business with a transparent and honest perspective. His strategy is to learn the client's goals, educate them on possible avenues to facilitate success, and then implement a solution that meets their objectives and financial needs to achieve long-term success. As a former law enforcement officer and patriot, Mark's focus was always on protection and growth. It is no different in pursuing the financial health of his clients.

In his free time, Mark loves to spend time with his wife, kids, and grandson. He and his wife enjoy traveling. Mark is involved locally in men's ministry events across the metroplex, and he also provides consulting to several businesses in the area.

schedule a time to meet with mark

Our Services
What We Do For Clients

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

how can we help you?