Planning You Control Financial
Mark A. Schindler, CFP®
CA Insurance License #0732848
Phone: (818)366-5100
mark@planningyoucontrol.com
Planning You Control
You Are the Key
 
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.  They are working harder but cannot figure out where their assets have gone. 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 led 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 help manage risk and maximize tax efficiency, and enable an effective transition of assets to your heirs.

We show you how to organize your finances so that you and your family can share the benefits of your hard earned dollars instead of giving so much of it away to other institutions.  Isn't it time to take control and bank on yourself?
 
 
Latest Video Alert
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    If you have used clothing, household goods, or a car that you no longer need, you may be able to do good by contributing the property to charity while
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  • Have the rules for 401(k) in-plan Roth conversions changed?
    Yes. Thanks to the American Taxpayer Relief Act of 2012 (ATRA), the rules for making 401(k) in-plan Roth conversions have gotten substantially easier.
  • Is there a new one-rollover-per-year rule for IRAs?
    Yes--starting in 2015.
    
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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.