Meet Mark
Mark Geraci - LPL Financial Advisor & owner of e4 Wealth Management, Inc.
Planning your retirement isn’t about doing a million different things. It’s about finding “one big thing” and then leveraging that. I’ve been working with local retirees all day, every day doing just that since 2007.
Simply put: Everything you buy costs more every year. My goal is to help you create and work a plan that seeks to prevent you from running out of money in retirement.
By synthesizing the teachings of some of best minds in business, I learned how to take a patchwork collection of assets like IRA’s, 401(k)’s, stocks, bonds, mutual funds, savings accounts, insurance policies, annuities, pensions, Social Security and real estate cobbled together over a lifetime of hard work and hard knocks and transform it into a flexible, long-range system that seeks to generate monthly income to help you potentially sustain a two-person, 3-decade long retirement. One that may see consumer prices nearly triple over that time.
And with a lot of careful planning and a bit of good fortune, my clients could leave behind a capital sum to whoever or whatever they cherish most in this world…
Mark, Amelia and Nikki enjoying a late September day at Lake Forest Beach
When I’m not in the office, I love spending time with my family. Whether it’s a day at the beach, Sunday dinner at Papa’s house or movie night on the couch at home, I’ve been blessed with these special ladies in my life.
I also enjoy reading about American History, fishing for bass, shootin’ pool and playing golf with friends.
“When you get the simple things right in life, everything else is so much easier.”
— Mark Geraci
