Non-captive, non-proprietary Financial Services Professional in business since 1993. Multi-Securities & Insurance Licensed to meet every need and concern. RFC designation mirrors CFP preparation in Financial, Insurance, Tax, Estate, Investment, and Retirement Planning. Mr. Vosika has worked to achieve the Certified Financial Educator® designation & is involved in teaching Advanced Financial Seminars throughout Denver Metro. He is also a Certified Financial Fiduciary® thru the NACFF.
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Mark's real passion is designing specific strategies for his clients & their families to achieve their financial goals, and most importantly establish peace of mind. He focuses on wealth preservation, maximum yield, tax reduction & protection of savings from illness or nursing home expenses. Mark goes far beyond asset allocation. His ideas offer very little risk, often zero risk by keeping your assets out of the market. You can be assured that ALL areas of your Financial House will be addressed.
Mark subscribes to a Team Concept in managing his client's affairs by making himself available to their Attorneys, Accountants, Family & all Others. He works with a Team of Colleagues in every area of expertise. Mark believes in full transparency and puts his clients' interests first, establishing long-term relationships with them based on trust and integrity. He maintains proficiency in his industry via continuing education, & abides by the spirit and letter of the laws & regulations applicable to financial planning services.
Mr. Vosika always accepts calls or emails for a No Fee discussion of estate, insurance, & retirement planning needs and objectives.
Portfolio Review. Identify areas Out of Balance. Objective Analysis.
Guaranteed Income Streams.
Self-directed Rollover IRA's, Legacy Planning, Medical Directives, POA's & Wills.
Financial Education Classes throughout our Community.
1746 Cole Boulevard - STE #225, Golden, CO 80401
Monday - Friday: 9am - 5pm
Saturday: By appointment