Mark Guilliatt, our founder is dedicated to helping people make smart retirement decisions.  His expertise has been developed through more than 25 years of financial services experience. Mr. Guilliatt has also gained significant knowledge about the industry by completing several industry designations. His educational background includes a bachelor’s degree from Wartburg College and a master’s degree of financial services from the Institute of Business and Finance. He has also completed the Chartered Financial Consultant program (ChFC) and is a Certified Financial Planner professional (CFP). Most recently he has completed American College’s Chartered Advisor for Senior Living (CASL). Mr. Guilliatt shares his knowledge and experience on a regular basis as an adjunct professor at Midland University, through a variety of public speaking engagements, and through continuing education programs offered to the public.

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To have a good time in retirement it is important to have a coordinated plan that includes making smart choices regarding:

  • Retirement Income Generation
  • Social Security Planning
  • Pension Decisions
  • 401(k)/Employer Plan Rollovers
  • Retirement Savings Protection
  • Retirement Health Insurance Options