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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Mark Morlock has over 25 years of combined multi-disciplinary experience in financial planning. Our firm offersr personalized service helping clients address their retirement planning, wealth accumulation, and asset protection needs. Recognizing that each and every client has unique concerns and objectives, we strive to meet those needs through proper analysis and strategic recommendations that fit the goals of the client. Our firm has an experienced planning strategy that places emphasis on education funding within the financial planning setting. Our specialties enable us to service all your financial planning needs.