• Getting started, made easy.

What To Expect

STEP 1: LISTEN & LEARN

Listen & Learn

An initial meeting allows us to learn about you and share our approach to investment management. No costs. No commitments. Just a conversation

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STEP 2: ANALYZE & PLAN

Analyze & Plan

We proceed with a thorough and objective analysis of your current investments and prepare a consolidated summary of our findings. You’ll learn what you’re doing well and where you could do better relative to your stated needs and goals.

Next, we develop and present a financial plan tailored to help you seek to achieve those objectives. Financial planning can be done independently or as an additional resource to help you better understand the details of your financial future.

STEP 3: AGREE & TRANSITION

Agree & Transition

Once we agree on the best strategy and you formally engage Marks Group as your advisor, we facilitate the transfer of assets, ensuring every transition is as tax-efficient as possible. We’ll work directly with your accountant, attorney and other advisors as needed.

STEP 4: IMPLEMENT & SUPPORT

Implement & Support

We will reinvest your assets based on our agreed plan of action. Your advisor will also:

  • Immediately re-establish any automatic deposits or withdrawals tied to your bank
  • Show you how to access your Marks Group accounts online
  • Walk you through your new statement
  • Verify your paperless preferences for statements, etc.
  • Establish periodic review meetings
  • Maintain ongoing communication based on your preferences

STEP 5: REVIEW & UPDATE

Review & Update

In most cases, we will meet with you semi-annually to review your portfolio and address any new needs or changes. We typically update financial plans every few years, or when a significant life event occurs.

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Next Steps

Schedule a no-cost, no-commitment portfolio review.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Marks Group Wealth Management, a registered investment advisor and separate entity from LPL Financial. The LPL registered representatives associated with the website may only discuss securities or transact business with persons who are residents of: AR, AZ, CA, CO, FL, IA, IL, IN, KY, ME, MI, MN, MO, NC, ND, NV, NY, OH, OK, OR, SC, TX, VA, WI.
Barron’s Top Financial Advisors (2010-2019) is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes Best-In-State Wealth Advisor (2018-2019) and the Forbes America’s Top Wealth Advisors (2017) are based on client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.