Marc Geels CFP® BFA™
CEO & Wealth Advisor
Your retirement goals are at the forefront of Marc's focus. He understands the importance of confidently determining when you can retire or if you already are, ensuring you have the freedom to choose the retirement lifestyle you desire. By collaborating with Marc, you can develop a well-thought-out plan that aligns with your aspirations. Marc strives to develop a wholistic plan that focuses on you and your values and all the other aspects of financial planning, and how combining them gives you a roadmap that you can use to implement your goals and objectives. As an experienced CFP® financial professional, Marc understands the importance of retirement strategies and asset allocation specifically designed for families and retirees like you. He firmly believes in the power of creating and preserving wealth, and focuses on generating favorable outcomes for savvy individuals. One of the key strategies Marc utilizes is The Income for Life Model™. This retirement income planning process involves dividing your funds into time-segmented "buckets," allowing you to avoid drawing income from accounts that have suffered losses. While no strategy can guarantee profit or completely protect against market loss, it can significantly reduce the impact of emotional decisions often made during volatile market conditions. In addition to his role as an advisor, Marc is widely recognized as the host of the popular "Marc on Money" podcast. Each week, he shares valuable insights and advice to empower individuals like you to make informed financial decisions. Beyond his professional endeavors, Marc enjoys pursuing his passions, such as golfing, boating, and spending quality time with his family.