National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Mark Singer CFP® Author & President,

Safe Harbor Retirement Planning

152 Lynnway
Suite 1A

Lynn, MA 01902

781-599-2660

You Worked Hard For It, You Should Enjoy It

About Safe Harbor Retirement Planning

I am a relentless advocate for helping you pursue and enjoy the retirement that you've worked so hard to earn. As a CERTIFIED FINANCIAL PLANNER™ professional for over 30 years, I'm eager to use my experience and knowledge to take the mystery out of retirement planning for you. I've developed an individualized 7-Step Retirement Planning System that helps to simplify the process and guides you toward strategies to help generate the income you need for the rest of your life. Retirement is a journey and I'm dedicated to walking it with you, hand-in-hand, every step of the way.

Mark Singer is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Mark Singer is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Mark Singer is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Mark Singer is required to act in a fiduciary capacity.


More information is available in Commonwealth’s Form CRS.

General Information

Firm Start Year

1987

No.of Employees

2-4

CRD#

1728273

Firm CRD#

8032

Insurance License#

1681221

Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

National Financial Services

States Licensed in

FL, GA, MA, NH, NJ, SC

Years of Experience in Financial Services

32

Number of Years with Current Firm

32

Work Experience

Overall, been in the financial planning industry for over 30 years. Founded Safe Harbor Retirement Planning in 1992 and have been working with individuals approaching, or already transitioned, into retirement.

Foreign Languages Serviced

english

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Financial Advice & Consulting, Investment Advice & Management

Services

Investment Types

Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Bonds, Stocks, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Phone, Video Conference, At my office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 6, Series 22

Insurance and Annuity Licenses

Variable Life, Annuity, Life, Variable Annuity, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Additional Details on Charges

We develop a personalized Retirement Roadmap for each client. This is based off of the 7 step process used for every client to properly asses where they are, and how they wish to pursue their retirement goals.

Depending on the complexity of the planning issues, our first year's fee ranges from $2,000 - $4,000. Each year thereafter, the annual fee to maintain the plan is $1,000.

Minimum Fee Charged for Managed Accounts

at $1M the fee is 1%

Minimum Fee Charged for Hourly Planning Accounts

annual, no hourly

Disclosures

Disclaimer

Recognized as a multi-year FIVE STAR Wealth Manager*by Boston Magazine. Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,542 Boston wealth managers were considered for the award; 801 (23 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

This communication is strictly intended for individuals residing in the states of FL, GA, MA, NH, NJ, OR, SC. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA- insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.