CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Mark Shelby

contact me directly
Mark Shelby

MEET YOUR LICENSED ANNUITY SPECIALIST

Mark Shelby

Mark Shelby
contact me directly

Learn More About Me

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

Despite the current volatility in the market and the low 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, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

In the beginning of my financial planning career, I worked in the commission-based broker/dealer industry, where I saw too many hard working families falling prey to hidden fees and promotional product sales, rather than getting the sound advice that they deserved.

So, I founded my own practice, Vertical Wealth Management, in 2010, with a simple but critical mission: To provide “Straightforward service, plainspoken advice” to professionals, business owners, and military veterans and personnel. Due in large part to my solution-based acumen and educational coaching, I am able to provide high-touch client care for getting you to your short- and long-term financial goals.

I reside in Northern Virginia. But even though my office is located on the East Coast, I work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually 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 Shelby

download our retirement guide
download our retirement guide
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