With over 30 years in the insurance and investment profession, Mark Reddington has gained the invaluable knowledge that can only come from experience. Mark's practice focuses on high net-worth individuals in the areas of investment analysis and estate planning. He has substantial experience in asset allocation modeling using risk/reward profiling and Frontier Analytics. These techniques allow him to ascertain efficient portfolio structure and appropriate money managers for clients' investment portfolios. In addition to helping his clients build their net worth, Mark assists in wealth preservation and transfer. Working with clients legal and tax advisors, and utilizing estate planning techniques such as Generation Skipping Transfers, Insurance-Based Leverage Gifting and planned Charitable Giving Programs, Mark helps clients insure the integrity of their estate after death.
Mark also works with the business owners to fund their Buy-Sell Agreements and Key-Person Insurance; as well as in the design and funding of Executive Benefits Programs such as Non-Qualified Deferred Compensation, Corporate Split-Dollar Insurance and Executive Carve-Out plans. He is knowledgeable in all areas of Employee Benefits including Group Healthcare, Group Life Insurance, and Disability Income Insurance, as well as Pension, 401(k) and Supplemental Executive Retirement Plans, carriers and creative product design.
Mark is dedicated to providing clients with integrated financial solutions and works with individuals, families and business owners as they look to build financial security through every stage of life. He uses a wide range of planning resources and offers clients integrated, customized solutions to help them successfully fulfill their financial goals and objectives.
Clients benefit from Mark's commitment, expertise and personal focus. His ultimate goal is to enrich the quality of his clients' lives by helping them not only achieve their financial goals, but protect their income, family and legacy at every stage of their lives.
AREA OF FOCUS:
- Investment Services
- Business Planning Solutions
- Retirement Planning
- Protection & Insurance
- Employee Benefits
- Rutgers University - BS in Economics
QUALIFICATIONS & PERSONAL INFORMATION:
- Licensed to offer Life & Health and Annuities in CA, CO, FL, ME, MD, MA,NJ, NY, NC, PA, SC, VT, WI
- CA Insurance License #0D09867
- Licensed to offer Securities Products in CA, CO, FL, ME, MD, MA, NJ, NY, NC,PA, SC, VT, WI