My name is Mark Young. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I work with people all over the country to find ways to generate more retirement income and discover how to grow and protect their money securely, especially during turbulent times.
Despite the current market volatility and the elevated interest-rate environment, there are still strategies you can put in place right now to ensure you don’t run out of income, while also keeping your money securely protected from future market downturns.
While most financial advisors are happy to offer tips and growth opportunities for your portfolio, few 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’ve been helping individuals plan for retirement since 1992, with a focus on creating tax-free income streams that can last a lifetime. Throughout my career, I’ve had the privilege of learning from some of the best in the industry, including Tom Dorsey of Dorsey Wright and Nelson Nash of Infinite Banking. My clients are typically in the “retirement red zone”—within ten years before or after retiring—and I specialize in helping them transition into retirement with confidence and financial peace of mind.
I earned my Bachelor of Science in International Affairs from Park University in Parkville, Missouri, and went on to complete my MBA at Washington University in St. Louis. I was drawn to annuities because they are the only financial tool specifically designed to provide guaranteed lifetime income. I’m passionate about helping people keep more of what they earn and protect their income in retirement. Over the years, I’ve had the chance to teach personal finance in corporate settings, colleges, and adult education programs, and I even co-authored Financial Success in the Year 2000 and Beyond.
Outside of work, I’m a big believer in living life to the fullest. I’m an avid runner and adventure racer, and I’m deeply involved in summer camps because I believe in their power to positively shape young lives. I’ve been fortunate to share the last 42 years with my wife and best friend, Susan, and I’m incredibly proud of our two daughters, Valerie and Libby. Along the way, we’ve shared our home and hearts with more than a few beloved dogs. My life motto is a quote from Steve Prefontaine: “To give anything less than your best is to sacrifice the gift.” That’s how I approach both life and my work—with the goal of making a positive difference for everyone I meet.
I reside in Illinois, and even though my office is physically located in Elsah, 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 firsthand 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 visit me in my office.
Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you achieve your retirement goals.
Sincerely,
Mark Young
