Ark Advisors LLC / Financial Advisor in Traverse City, Michigan
Mark Goetz, CFP, ChFC, CLU, EA, MS
We work with successful people to Simplify their Lives and add Peace of Mind to their financial situation. Our ultimate goal is helping people live happier more fulfilled lives. We do this through an ongoing fee-only relationship where our clients hire and pay us on an annual basis to advise and implement comprehensive planning solutions. We tend to specialize in two areas with regard to comprehensive planning, the first is small business owners whom are approaching retirment and the second is recent or upcoming retirees. Our 401k pension consulting business is an area in which we take great pride. We work real hard at educating the marketplace about the current problems within the 401k marketplace and how to solve them. We have also limited the overall number of clients based on our ability to provide the services we believe are critical for success.
We work with successful people to Simplify their Lives and add Peace of Mind to their financial situation. Our ultimate goal is helping people live happier more fulfilled lives. We do this through an ongoing fee-only relationship where our clients hire and pay us on an annual basis to advise and implement comprehensive planning solutions. We tend to specialize in two areas with regard to comprehensive planning, the first is small business owners whom are approaching retirment and the second is recent or upcoming retirees. Our 401k pension consulting business is an area in which we take great pride. We work real hard at educating the marketplace about the current problems within the 401k marketplace and how to solve them. We have also limited the overall number of clients based on our ability to provide the services we believe are critical for success.
Specialties
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