A Growing Trust

David and Naomi, 72

We first met Mark at a presentation we attended. After he was done answering questions, my wife and I said to each other "We need to set a meeting with him". That was over 15 years ago and we continue to be satisfied clients of Mark's. I ran my own company for many years and appreciate when someone is really listening to my concerns and goals. Mark connected us with a lawyer to have our wills updated. Together, they determined that a trust would help us save taxes in our estate. Mark also figured out a way to save taxes by repositioning our assets to split income - legally. He even referred us to a mortgage broker who helped our children finance their first home. We never hesitate to refer Mark to friends, knowing that they will receive the same expert care that we have enjoyed over the years.

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