Since entering the financial services industry Mark Finley has provided consultative solutions to more than 500 business owners and professionals throughout Texas. Mark has specialized in developing strategies that help his clients:
-
Increase the amount of money they will have over their lifetime
-
Reduce their income tax
-
Give them better accessibility to their money
-
Lower their financial costs
-
Provide greater insurance protection
-
Lower their financial risk
-
Give them a better understanding of how their money works
-
Provide organization of financial documents and plans
-
Provide a verifiable financial process
|
|
| |
Mark R. Finley, CLU, LUTCF
|
Mark has received numerous industry awards including membership in The Million Dollar Round Table for over 25 years. MDRT is The Premier Association of Financial Professionals®
Mark has served as a Board Member of the Dallas Chapter of The Society of
Financial Service Professionals. His memberships include The National Association of Insurance and Financial Advisors and The Texas Medical Group Management Association.
Mark is a Graduate of Texas Tech University with a Bachelor Degree in Business
Administration. In 1985 he received the Chartered Life Underwriter (CLU)
designation from The American College, Bryn Mawr , Pennsylvania . He is a Life
Underwriter Training Council Fellow (LUTCF).
Mark has led many Financial Workshops and Seminars, including Pension Planning Seminars for Members of The Texas Medical Association.
Mark is active with the Texas Tech Red Raider Club and is an avid golfer at The Lantana Golf Club.
Mark and his wife Debbie met at Texas Tech and are the proud parents of son Chad and daughter Holly. Chad and his wife Michelle are proudly serving in The United States Navy. Holly is in the Real Estate Industry in Dallas .
Contact info:
Mark R. Finley, CLU, LUTCF
mark@finleyagency.com
www.finleyagency.com
