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Mark Rutledge, CLU® ChFC® RICP®

Licensed Annuity Investigator

Hear from Mark's clients

Yehodi

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See How a Retired Federal Government Employee Found a Predictable Income Stream, Minimized Market Risk, and Achieved His Dream Retirement

Terry

Discover Where This Retiree Turned to Secure His Nest Egg When the Local Advisor Fell Through

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More About Me

My name is Mark Rutledge. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I received designations in Insurance and Financial Consulting from The American College of Financial Services, and I also hold the Series 65, CLU®, ChFC®, and RICP® designations which allows me to focus on helping people with their retirement planning.

My mission is simple: To help individuals and families increase cash flow, safely grow and protect their assets, and when possible create tax advantages that create money for life. I have almost four decades of experience helping clients prepare for the unknown while meeting their retirement goals. I believe that every successful tax-free retirement income strategy starts with an excellent client relationship. My mission and values include exceeding your every expectation.

I specialize in using proven strategies designed to not only grow your wealth tax-free while eliminating market risk and volatility, but also produce tax-free retirement income. Because I am a Retirement Income Certified Professional, you can count on independent recommendations and impartial guidance based directly on your retirement needs and goals.

I reside in Alabama, and even though my office is physically located in Birmingham, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,

Mark Rutledge, CLU® ChFC® RICP®