Mark Funk

Mark J Funk

Managing Director

  • CLU®
  • ChFC®
  • CA License: #0K72253
  • NPN 2832754

3839 Ansborough Ave,
Waterloo, IA 50701

319-233-8441Visit my website
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About my practice

We help people that are thinking about retirement figure out how much they can spend every month. We spend time learning about your vision, values and goals. That information is then connected to your comprehensive financial plan along with some specific recommendations. We take pride in helping you retire successfully and also make sure the "What-ifs?" are addressed along the way!

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