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Our Strategic Planning Process...

For You

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Business leaders and professionals have come to enjoy the unique client experience BlueMark Advisors delivers. Helping you build your financial future requires a clear vision, a focused plan and a team dedicated to offering independent, objective advice.

Our strategic planning approach begins with an initial consultation to help us understand your personal and financial goals and to identify opportunities and potential obstacles. Once your goals have been established and we've reviewed your financial documents, we will present an overview of our financial assessment. Your customized plan will outline the areas we will address and how we will manage specific deliverables and timelines.

We will form a partnership with you throughout the planning process to help you achieve your vision for the future. This may include focusing on financial, estate, business succession or charitable planning while working collaboratively with your tax, legal and other advisors.

We will proactively meet to review and monitor your strategic plan. During these review meetings, we may make adjustments as needed based upon the changing economic, tax and legal environments as well as changes in your personal circumstances and goals.

We welcome the opportunity to meet and learn more about you.


For Your Business

Our strategic planning process for your business follows a similar approach that begins with an initial consultation to help us understand your business needs and concerns which may include areas such as executive benefits, business succession, employee benefits or retirement plans.

We will partner with you throughout the planning process to help you achieve your business goals. We will work with you and your other business advisors to develop a comprehensive and integrated plan to meet the specific business needs that you identified.

When it comes to implementing your plans, our BlueMark Advantage allows us to help you find the best solutions with independence and objectivity.

We welcome the opportunity to meet and learn more about your business.

Securities offered through Securities America Inc., Member FINRA/SIPC. Brian Blaustein, Mark Kluge, Dale Pensgen and Rick Harter, Representatives. Advisory Services offered through Securities America Advisors, Inc., Mark Kluge, Dale Pensgen and Rick Harter, Representatives. BlueMark Advisors and Securities America Companies are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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