Mark Sheptoff Financial Planning LLC

About

Home | Mark Sheptoff Financial Planning, LLC Skip to main content menu Home Our Services Who We Are Resources Articles Calculators Web Resources Contact Client Center Top Wealth Management Advisor Financial Advisor Magazine July 2021 (15th Year) FIDUCIARY At Mark Sheptoff Financial Planning, LLC, we abide by the fiduciary status. As fiduciaries we are required to act in our client’s best interest when providing financial advice. This is a legal and ethical distinction that holds financial planners to the highest standard of care. COMPREHENSIVE Comprehensive financial planning is an ongoing process where we work with our clients to understand their goals and values and collaboratively devise a plan to help them succeed. We understand that life happens and your financial plan should be flexible and dynamic. We partner with our clients to educate, guide and offer solutions to stay on track. FEE ONLY We are fee-only financial planners, which means we are compensated only by our clients. We do not sell any products, we do not receive any commissions and we are not compensated by any other third-party. We are independent financial planners and we work solely for the benefit of our clients. 2026 Mark Sheptoff Financial Planning, LLC. All rights reserved.

Key Contact