Broker Check
Mark Countryman, CFP®

Mark Countryman, CFP®

Financial Advisor

"I want to play a central role in helping you achieve your life goals."

Mark understands the important role a CERTIFIED FINANCIAL PLANNER™ certificant plays in helping individuals and families achieve their life goals. As your professional partner, he can provide:

Lifetime Needs Analysis

Mark develops a long-term working relationship with his clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, Mark provides retirement estimates and counseling to help you maximize your benefits and flexibility.

Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals

Mark takes pride in listening to his clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, Mark is there to help.

Objective Investment and Risk Management Advice

Mark's client-centered approach to investment counseling can help you assemble a diversified** portfolio including insurance and risk management strategies designed to help meet your unique needs. Mark and his team provide their clients with one-stop shopping:

  • Personalized Financial Planning
  • Asset Management Strategies
  • Customized Retirement Counseling
  • Investments
    • Federal and State Tax-Free Mutual Funds
    • Tax-Deferred and Tax-Sheltered Investments (fixed and variable)
  • Insurance
    • Life Insurance
    • Long-Term Care
  • Retirement Planning
    • Lump Sum Rollover Consulting
    • Roth IRA, Traditional IRA
    • SIMPLE IRA, SEP IRA, 401(k)
    • 403(b) Retirement Plans
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account

Mark is a CERTIFIED FINANCIAL PLANNER™ certificant dedicated to helping his clients with all aspects of financial planning. Mark has spent much of his career working with individual investors providing solutions to their unique needs and implementing employee benefit programs for small businesses and not-for-profit organizations.

Mark earned a BBA in Management from the University of Oklahoma and a BS in Science and Biology from Portland State University. He holds FINRA Series 7, 63 and 65 securities registrations and is licensed in the State of Texas for life insurance, health insurance and variable annuities.

**There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.