Our mission is to guide, educate, and support our clients in developing and managing a life-long financial plan that is right for them today and help them pursue their financial goals in the future.
Markland Wealth Management, Inc. is focused on comprehensive “Collaborative Wealth Management."
We become the Chief Financial Officer for your family, handling the details of financial management and implementation of the overall collaborative strategy that has been set forth. We help to simplify your family's finances that can become more and more complex as your wealth grows
Retirees face many risks.Three BIG risks that can potentially devastate retirement security are:
It's important to understand these risks and then think about ways you might try to plan for them.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
CERTIFIED FINANCIAL PLANNER™
CERTIFIED WEALTH STRATEGIST®
Health Insurance Adviser
Estate and Tax Planning