Broker Check
Bernie Marx, LUTCF®, RICP®

"Financial planning today is a crucial, but often complex and confusing process. That's why many of my clients rely on me to guide them through it. I will help you to assess your current financial situation and your financial objectives, while helping you understand the alternatives available to you. We can then discuss, develop, implement, and monitor a plan that will help you achieve those objectives. I am available to help you review and update your financial plans over the years, and will be actively involved in managing your finances. I want to be more than your Financial Services Professional-- I want to be your Financial Partner." - Bernie Marx