Non-captive, non-proprietary Financial Services Professional in business since 1993. Multi-Securities & Insurance Licensed to meet every need and concern. RFC designation mirrors CFP preparation in Financial, Insurance, Tax, Estate, Investment, and Retirement Planning. Mr. Vosika has worked to achieve the Certified Financial Educator(R) designation & is involved in teaching Advanced Financial Seminars throughout Denver Metro.
He is also a Certified Financial Fiduciary(R) thru the NACFF. Mark's real passion is designing specific strategies for his clients & their families to achieve their financial goals, and most importantly establish peace of mind. He focuses on wealth preservation, maximum yield, tax reduction & protection of savings from illness or nursing home expenses.
He is also a Certified Financial Fiduciary(R) thru the NACFF. Mark's real passion is designing specific strategies for his clients & their families to achieve their financial goals, and most importantly establish peace of mind. He focuses on wealth preservation, maximum yield, tax reduction & protection of savings from illness or nursing home expenses.
Services
I take great pride in providing my clients with personalized service. Meeting the individual needs of my clients is my chief concern. To ensure that every client is treated in a fair and ethical manner, I have made the following promise through the Client Bill of Rights. Rooted in this philosophy is the fact that every client has both important rights and responsibilities.
Mark's real passion is in Financial Education. He designs specific strategies for people to help them achieve their financial goals, and most importantly establish financial peace of mind. He focuses on wealth management & preservation strategies, maximum yields with minimum risk, safety of assets, reduction of taxes, and protection of life savings from catastrophic illness and/or nursing home expenses.
Candidate either has attained a professional designation i.e. CLU, ChFC, and CFP, or has earned a baccalaureate or graduate degree in financial planning with strong emphasis on subjects relating to economics, accounting, business, statistics, finance and similar studies; this granting institution must offer an IARFC-approved or CFP equivalent college curriculum and be an accredited college or university.
Mark has been my financial & insurance advisor for over 16 years. During that time he has worked to strengthen my overall financial portfolio while putting me in instruments that guarantee I would not lose principal. I have referred others to Mark who have had equal success. Mark is not only a professional with impeccable qualifications, he is genuinely interested in you as a person.
Are your services truly comprehensive in all areas of life event planning, or are you just an investment broker?. Are you a captive agent, or an independent advisor? Are your offerings narrow in scope (proprietary), or broad-based so I am assured best-in-class?. Are you a Certified Financial Fiduciary(R) thru the NACFF?
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