Company  

Client Centered Approach

We integrate all areas of your life to enable you to meet your personal and financial goals more efficiently and effectively. First, we focus on understanding your current situation. Second, we help prioritize your goals. Third, we coach you through each step to achieve those goals.

Fee-Only Commitment

We provide comprehensive financial, tax and life planning for a fee and receive no commissions from the purchase or sale of products. There is NO incentive for the advice we provide except to benefit you and meet the goals you establish.

Credentialed Professionals

Mark R. Folgmann, ChFC, CLU has over 34 years in the Financial Service Industry. He specializes in helping clients structure and preserve retirement cash flow. Mark typically works with clients that have accumulated between $1,000,000 and $5,000,000 of assets. He currently is not accepting new clients.

Mark Goetz, CFP, ChFC, CLU, EA has over 20 years in the Financial Service Industry and is also a Registered NAPFA Advisor. Mark specializes in tax preparation and tax planning for our clients. He is currently accepting new clients with Net Worth’s between $250,000 and $1,000,000.

Open Retainer Program

We consider financial planning a process rather than a one-time review. Our annual fee allows you to call or meet with us at any time during the year in addition to your scheduled appointments.

Alliances & Partnerships

We work with prescreened mortgage brokers, insurance companies, attorneys and other business professionals to obtain preferred rates and assure best-of-class service.

Compare Ark Advisors with other financial Services

Compare Us with Other Financial Services. Click on the document title below to view the PDF chart. (If you do not have a PDF viewer on your computer, you may get one at www.adobe.com).