M.z. Kark & Associates, INC

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Mzkark - Unleashing Creativity and Innovation Office : (303) 623-1818 Our Services Our Process Your Team Client Logins Charles Schwab TD Ameritrade Financial Planning and Wealth Management Proudly serving clients in Colorado, Virginia, Maryland, and throughout the 50 states. OUR SERVICES OUR PROCESS YOUR TEAM OUR SERVICES Adding Value to Your Life and Wealth Portfolio Our number one priority at M.Z. Kark is making sure we add value to our clients lives by ensuring all aspects of their financial needs are in good order. We offer the following Wealth Management services: Retirement Planning Tax Review Education Savings Planning Insurance Review Investment Analysis General Business Consulting Risk Assessment Allows us to gauge your risk tolerance with a questionnaire conversational assessment. Quarterly Reporting Each quarter you will receive your detailed investment report, along with an economic outlook. Fee-only Advisor As a fee-only advisor, we have a fiduciary responsibility to act in our clients' best interest. Our Process Tailored to Your Needs MEET AND GREET Mutual Chemistry How Can We Help? Understand Your Goals and Objectives DISCOVERY PHASE Financial Retirement Overview Investment, Tax, Estate, Insurance Review Prioritize Your Goals and Objectives CUSTOM FINANCIAL PLAN Recommend Investment Allocations Establish Expectations Risk Management INTEGRATE IMPLEMENT YOUR FINANCIAL PLAN Establishment of Accounts Implement Recommendations Based on Risk Needs Analysis RELATIONS

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