Untangling a Legal/Tax Problem

Matthew, 52

I came to Mark after being referred by one of his clients, a close friend of mine. I had recently received a large unexpected sum of money but faced some serious tax and legal problems before I could access this money. Mark helped us every step of the way. First, by finding us a good tax lawyer then a good accountant. Because he is a professional accountant as well as a financial planner, Mark was able to assemble a wealth planning team to look after us. We saved literally thousands of dollars of tax by using these professionals and following their advice. Mark takes the time to understand what is really important to me... it doesn't hurt that we share the same personal beliefs. I consider Mark a friend as well as my financial partner.

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