Mark Dennis
President and founder of A1A Wealth Management, Inc., Mark is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 13 years of experience as a financial advisor and planning professional. He has spent most of his professional career in the diverse yet related fields of investments, banking, and insurance. After launching his career as an ICBM launch officer with the United States Air Force, Mark taught college courses and provided technical training and support for large corporations prior to entering the financial services field. His combined professional experience spans more than 24 years.
A firm believer in the value of comprehensive financial planning, Mark shuns the use of "cookie-cutter" investment and planning approaches. As he likes to say, "Cookie-cutters belong in the kitchen, not in your financial plan." Unfortunately, almost anyone can call themselves a "financial planner" these days, and their clients often end up with very similar products and portfolios, typically tied to hefty commissions. As a CERTIFIED FINANCIAL PLANNER™ professional, Mark maintains a fiduciary responsibility to always place client needs ahead of his own, and he is particularly concerned about helping clients ensure their income sources last as long as they do.
In addition to founding a fee-based registered investment advisory firm, Mark also owns a fee-based insurance agency, A1A Insurance Network LLC, and a small business consulting service, A1A Business Consultants, LLC (d.b.a. Compound Profit® of Northeast Florida). These three firms work in conjunction to provide clients with a broad network of services to help them grow and protect their financial assets, while also securing a lifetime of dependable income. Mark is also a member of the business department faculty at Keiser University's eCampus, where he teaches a variety of undergraduate finance courses.
Mark's hobbies include camping, fishing, and shooting sports.
Subscribe to Mark's professional Newsletter.
Latest Articles
|
How the 2010 Tax Relief Act Affects Social Security Benefits
With the signing into law of H.R. 4853, the 2010 Tax Relief Act, Americans saw some important changes to their Social Security retirement benefits.
Jan 9, 2011
- Mark Dennis
|
|
How the 2010 Tax Relief Act Affects Your Medicare Benefits
Now that Barack Obama has signed into law H.R. 4853, the 2010 Tax Relief Act, Medicare benefits for Americans will undergo some significant changes.
Jan 9, 2011
- Mark Dennis
|
|
Some Seniors Pay More for Medicare in 2011
Most retirees will not see a premium increase for Medicare Part B in 2011, but new enrollees and upper income seniors will pay more.
Nov 30, 2010
- Mark Dennis
|
|
Create Your Own Financial Stimulus Plan
Why wait for a government bailout? You can create your own personal economic recovery plan. Here's how.
Nov 18, 2010
- Mark Dennis
|
|
What You Need to Know About Medicare Advantage Plans
Choosing a Medicare plan, or any health care plan for that matter, can be an exercise in frustration. A Medicare Advantage plan may be a convenient choice.
Nov 14, 2010
- Mark Dennis
|
|
Professional Employer Organizations for Small Businesses
Small businesses face many challenges, especially regarding employees, payroll, and benefits. A Professional Employer Organization may be a solution.
Oct 10, 2010
- Mark Dennis
|
|
Solo 401k Retirement Plans for Business Owners
Self-employed individuals have another choice for retirement plans - the solo 401(k). Entrepreneurs can save more for retirement, with greater flexibility.
Sep 9, 2010
- Mark Dennis
|
|
Free Money for Home Buyers
A new law extends the timeframe for the 2009 first-time homebuyer credit into 2010 and may include some existing home owners as well.
Dec 20, 2009
- Mark Dennis
|
|
Tax Tips for Investors
U.S. Investors can avoid federal taxes as the year draws to a close and reduce next year's income tax burden, all with the blessing of the Internal Revenue Service.
Dec 12, 2009
- Mark Dennis
|
|
Year-end Tax Tips
As the end of the year draws near, taxpayers many options to reduce taxes for the current year and prepare for potential changes and tax increases in the year ahead.
Dec 6, 2009
- Mark Dennis
|
