Mark Berg (CFP®)
Mark Berg focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Hourly
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- College/Education Planning
- Hourly
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Timothy Financial offers hourly, fee-only financial advice on most areas affecting individuals, families and small businesses (education, insurance, retirement, estate planning, investments, transition). We manage no assets, but would be happy to assist you with advice related to your investments in an hourly capacity. We require no minimum net worth or income levels. We can advise from the simple to the complex. Everyone is offered a free initial consultation to help you determine whether we can best assist you towards accomplishing your goals in a cost-effective manner. Additional information can be found at WWW.TIMOTHYFINANCIAL.COM.NAPFA Start Date
November 26, 2001
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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