H. Mark Saunders
Saunders Retirement Advisors, Inc.
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $200,000
Minimum client income required: No minimum required
Offering advice since: 1984
Areas of focus:
- Elder Issues (long-term care, pre-mortem planning)
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about H. Mark Saunders:
Mark doesn't work for a big broker; Saunders Retirement Advisors is itself a licensed broker-dealer. It is also a Registered Investment Advisor. That means he can pick and choose from a world of investments, and suggest retirement income strategies free of the bias inherent when a company sells its own funds.
When he started his company, he also wanted to start a tradition - a reputation for objectivity. Today his son Paul has joined him in the business to continue the family legacy.
A CERTIFIED FINANCIAL PLANNER™ professional since 1986, Mark received his bachelor's degree from Averett College (now Averett University). He subsequently received a Masters of Science degree from Virginia Commonwealth University and a Masters of Public Administration degree from the University of Southern California.
Mark has served the community for many years through Rotary and other efforts, and he sees the social value in his work - helping people make the right financial decisions so they can live a comfortable and happy retirement, and pass wealth along to their children and grandchildren. His business is a service business, meeting a vital need.
When you come to Saunders Retirement Advisors, you don't get a sales pitch or sales pressure; you do get the full attention of Mark and his team, and their full commitment to your financial security.
Compensation and Fee Structures:
Fully flexible: Hourly, Fee based, or commission.
Licenses, Certifications & Affiliations:
* CFP in 1984
* Series 7 in 1982
* Series 24 in 1985
* Series 27 in 1994
* Series 63 in 1982
* Series 65 in 1992
Bachelors of Psychology, Averett University, 1974
M.S., Virginia Commonwealth University, 1976
M.P.A., University of Southern California, 1980
Will provide references upon request?
Further information about Saunders Retirement Advisors, Inc.:
(Size of firm: 0-9 advisors)
Long-range income and wealth planning
By designating the right beneficiary for your IRA, you can stretch distribution payments out for decades, to benefit you, your children and grandchildren.
Mark can show you how to stretch your IRA, in addition to other retirement planning moves that can help you avoid unnecessary taxes. As your retirement might last 30 or 40 years, he can also assist you to position yourself for greater and greater degrees of financial freedom.
Act on your desire for independence. Act to protect and grow your retirement money. Ask Mark Saunders to be your retirement planner - today.
Contact Information for H. Mark Saunders
Phone: (804) 320-8800
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Fax: (888) 385-1163
Address for H. Mark Saunders:
7400 Beaufont Springs Drive
Richmond, VA, 23225
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