Planning You Control Financial
Mark A. Schindler, CFP®
CA Insurance License #0732848
Phone: (818)366-5100
mark@planningyoucontrol.com
Planning You Control
You Set the Rules
 
We have more information, technology, and resources available today than was possible just a generation or two ago.  Despite these advances, many business owners, professionals, and retirees feel lost and misguided when planning for their financial and retirement futures.  Most do not realize that they are transferring away their wealth unnecessarily or unknowingly. However, we are here to show you how you can regain control over your financial well being, increase your wealth, and build your future.
 
Mark A. Schindler, CFP® , is a veteran planner with over 25 years in financial services.  He has managed clients through  the economic and legislative changes that have effected business, retirement income, and insurance planning.  He recognized early on that professionals want clear guidance that they can understand and strategies that are measurable. 

Your life is dedicated to building your business and craft.  Our expertise can help you enjoy the income you cannot outlive, employ the designs that maximize tax efficiency, and enable an effective transition of assets to your heirs.

We teach you to visualize and organize all of your accumulated and future assets into your
own circle of wealth. Your resources will work for you when plans are in place to protect, preserve, and expand your circle of wealth.
 
 
Latest Video Alert
Newsletters
  • The Fed's Great Unwind and Your Portfolio
    After more than five years of unprecedented support for the economy, the Federal Reserve Board has begun to reduce its purchases of bonds. And though the Fed has said
  • Spring Cleaning Your Debt
    It's springtime--time for you to take stock of your surroundings and get rid of the dirt and clutter that you've accumulated during this past year.
  • Saving through Your Retirement Plan at Work? Don't Let These Five Risks Derail Your Progress
    As a participant in your work-sponsored retirement savings plan, you've made a very important commitment to yourself and your family: to prepare for
  • Is there a new way to calculate my home office deduction?
    Yes, but first it's important to understand what hasn't changed. To qualify for an income tax deduction for home office expenses, the IRS still
  • How do I figure the tax on the sale of my home?
    In general, when you sell your home any amount you receive over your cost basis (what you paid for the home, plus capital improvements, plus the costs of selling the
    
PreviousNext


 
 
 

Securities and Registered Investment Advisory Services offered through GWN Securities, Inc.  Member FINRA/SIPC.  11440 N. Jog Road, Palm Beach Gardens, FL  33418  (561) 472-2700. 
Planning You Control Financial is not an affiliate of GWN Securities, Inc.  CA Insurance License #0732848

CFP - Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board initial and ongoing certification requirements.

This newsletter is intended for general information purposes only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult with your tax, legal and/or financial services professional regarding your individual situation.  The views expressed may not necessarily reflect those held by GWN Securities, Inc.  Material presented is believed to be from reliable sources and GWN Securities, Inc.  makes no representation as to its accuracy or completeness.