Helping to plan for and protect your financial future
Today's investment climate offers unprecedented opportunities.
At Ibis Financial, Mark's mission is to help clients take advantage of those opportunities by providing them with three key tools:
A clear understanding of their financial goals
A well-defined roadmap towards achieving those goals
Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation strategies. We focus primarily in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals.
We offer informational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy.
You'll also find calculators that will help you assess your current and future needs.
Please remember to visit our Web site often, as our content is constantly changing.
For help with your financial management, or for more information on Ibis Financial, please contact us today.
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How Long Will Your Funds Last?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.