Mark Lebovic uses the breadth and quality of trusted resources to help you achieve your financial goals. His investment process is individualized to you to help ensure that your portfolio is appropriate to your objectives. Mark provides you with a holistic financial solution intended to care for you, your family, your business, or organization. In addition to helping you chart your destination, he will provide guidance in accordance with your needs. To accomplish this goal, Mark uses a four step consulting process. This acquaints us with your current financial status, long-term goals, and objectives while involving you in the process of developing an individualized investment strategy to reach your goals.