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According to an April 2021 survey by Gallup, 58% of Americans are worried about having enough money saved for retirement. Do you have enough money to retire on? Most people feel they don’t. (Gallup)

No matter your goals and dreams for retirement, making them happen means having a reliable stream of income. Fortunately, you can have a financial professional by your side to help. Guided by my practice’s knowledge, experience and integrity, we’ll focus on what matters most—you! We’ll evaluate your financial situation, assess the current economic landscape and recommend a strategy that gives you the freedom and stability to maintain your lifestyle, pursue your goals, and concentrate on living the lifestyle you desire. Let us help you get started.

Disclosure

Donald Marks is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0L45686), CT, FL, IL, MT, NC, NH, NY, SC, and TX. No insurance business may be conducted outside the states referenced.

Donald Marks is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3000 Bayport Dr Ste 1100, Tampa, FL, 33607. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, IL, NC, NY, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

INGRAM & MARKS FINANCIAL RESOURCES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither INGRAM & MARKS FINANCIAL RESOURCES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.