Our mission is to guide, educate, and support our clients in developing and managing a life-long financial plan that is right for them today and help them pursue their financial goals in the future. Markland Wealth Management, Inc. is focused on comprehensive "Collaborative Wealth Management."
We become the Chief Financial Officer for your family, handling the details of financial management and implementation of the overall collaborative strategy that has been set forth.It's important to understand these risks and then think about ways you might try to plan for them. A disciplined approach, a comprehensive financial solution, and the security of a long-term relationship.
We become the Chief Financial Officer for your family, handling the details of financial management and implementation of the overall collaborative strategy that has been set forth.It's important to understand these risks and then think about ways you might try to plan for them. A disciplined approach, a comprehensive financial solution, and the security of a long-term relationship.
Services
At Markland Wealth Management, we specialize in serving physicians, retirees, families preparing for retirement, and successful business owners. These clients are looking for a financial partner who can guide them through the decision-making process and provide valuable advice. Our goal is to help them worry less about the future knowing they have an experienced team monitoring their strategies for them.
The financial professionals of Markland Wealth Management, Inc. are focused on personal financial planning. We are able to offer a wide selection of investment products and services that can be used to create and manage a complete financial plan.
We take our clients through a financial planning process that includes developing goals and objectives, gathering all relevant data, recommending a financial plan, putting the plan to work, and active monitoring of the plan.We specialize in providing a complete plan that will take into consideration investments, tax strategies, estate planning, and insurance products and services to help our clients pursue their financial planning goals.
We take our clients through a financial planning process that includes developing goals and objectives, gathering all relevant data, recommending a financial plan, putting the plan to work, and active monitoring of the plan.We specialize in providing a complete plan that will take into consideration investments, tax strategies, estate planning, and insurance products and services to help our clients pursue their financial planning goals.
A sound investment strategy begins with a detailed discussion of your risk tolerance, expectations and investment horizon, as well as potential liquidity events and funding needs. These factors will drive the creation of a portfolio with the asset allocation, diversification and tax management strategies necessary to address your objectives.
Markland Wealth Management Inc. is proud to announce that Mark Markland holds the professional designation of Certified Financial Planner (CFP(R)) and Saba Candari holds the professional designation of Certified Wealth Strategist(R) (CWS(R)). We feel that this training allows us to better serve our clients and offer more value-added services.
Cathy has successfully helped businesses, individuals and families choose health insurance plans since 1997. By keeping on top of industry changes, Cathy helps clients understand which plans might work best, allowing them to navigate through the maze of what's available in the market.
Prior to working with the Markland Wealth Management, Inc., Cathy obtained a B.S. degree from the University of Oregon and had a successful career in the banking industry.Past positions include Personal Financial Representative, Loan Officer, Operations Officer and Branch Investment Manager.
Prior to working with the Markland Wealth Management, Inc., Cathy obtained a B.S. degree from the University of Oregon and had a successful career in the banking industry.Past positions include Personal Financial Representative, Loan Officer, Operations Officer and Branch Investment Manager.
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