Retired or almost there?
My goal is to help couples over 55 retire successfully, reduce taxes and invest wisely for the long haul
Check the background of this investment professional on FINRA’s BrokerCheck
Why me? Since 2007, I’ve been focused on one thing - helping clients retire and stay retired. Over the years, I’ve developed a fun and engaging process to help put all the pieces of your retirement planning puzzle together.
Here’s how to become a client
“Planning your retirement isn’t about doing a million different things. It’s about finding “one big thing” and then leveraging that. I’ve been working with local retirees all day, every day doing just that since 2007.”
-Mark Geraci, LPL Financial Advisor & owner of e4 Wealth Management, Inc.
FAQs
Who do you serve?
Couples over 55 who are retired or almost there (within 5 years).
Read more about our clients here
What can you do for me?
We provide estate planning, insurance, retirement income, investment management and tax planning advice and services.
When do you meet with us?
We strive to meet with all of our clients face to face at least once per year. In addition, we have quarterly calls to focus on ONE key area at a time.
Where do you meet with us?
We are open to meeting at your home, office, favorite local restaurant or over FaceTime.
Why should I work with you?
Since 2007, I’ve been focused on one thing - helping clients retire and stay retired. Over the years, I’ve developed a fun and engaging process to help put all the pieces of your retirement planning puzzle together.
Learn about our new client process here
How are you different?
I run my own firm so I have total control over who, what, when and where I work with my clients.
Book a 15 minute introductory call
Let’s keep in touch
Not ready to talk now, no problem. Join my private email list and I’ll reach out when I feel I have something of value to share. No junk mail or autoresponders. Ever.