Smart Financial Planning
Who We Are
Our why is to help people proactively maximize every one of their financial resources and opportunities so they can enjoy a much fuller life and make a positive impact on our world. As a fiduciary, we employ a holistic, comprehensive planning approach to achieve this goal. We focus on multiple strategies that help our clients become more financially confident and secure today through services like Retirement Income Planning and Investment Management. This preparation leads to a more predictable, secure, and extraordinary retirement, whatever that word means to them. Our process begins by understanding your needs in key areas such as proactive Tax Planning, Long-Term Care Planning, and Legacy and Charitable Planning.
Our planning is governed by two main mantras:
First, do not take any more risk than needed to reach your financial goals.
Second, do not pay any more taxes than the IRS legally requires. Our entire financial planning practice boils down to two simple words: proactive planning.
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Your Financial Planners
Meet The Team
Mark J. Orr, CFP®, RICP®, CLTC®
Founder/CEO
Mark J. Orr has been a Certified Financial Planner™ (CFP®) since July 2000, upholding the ironclad fiduciary standard to always put clients’ interests above his own. His approach is built on the philosophy of helping people proactively maximize every financial resource and opportunity. Mark’s career grew simultaneously in both the securities and insurance mindsets, allowing him to take a fully holistic approach to planning.
As a Retirement Income Certified Professional® (RICP®), Mark specializes in income distribution, focusing on creating a predictable, secure, and extraordinary retirement for his clients. We firmly believe there is much more opportunity to improve your financial future by avoiding losses to your principal than by simply picking the “winners.”
This philosophy is driven by our two main mantras: Don’t take any more risk than you need to reach your goals, and don’t pay any more taxes than the I.R.S. legally requires. Mark utilizes his expertise in proactive Tax Planning and Long-Term Care (CLTC®) to design a personalized “retirement income road map,” ensuring we protect what matters most.
Eagle Team Associates
We are part of the EAGLE TEAM, a group of top financial advisors associated with the Simplicity Group. The Simplicity Group is a substantial Smart Financial Planning that handles billions in annuity and life insurance business, providing powerful backing for our team. Most of our advisors have been together for 15-20 years, sharing very similar financial philosophies, using the same planning software, and associating with the same investment firm, Brookstone Capital Management/Retirement Wealth Advisors. This provides a tremendous extra resource for each of us and ensures our clients benefit from a consistent, highly experienced approach.
