Broker Check
R. Mark Smith, LUTCF

R. Mark Smith, LUTCF

Partner

Mark Smith has over 20 years' experience seeking sound financial strategies for families, individuals, and businesses. As an independent financial professional, Mark helps clients 'put their finger on' financial needs, goals, and dreams, and then designs a plan to help work towards them. He is deeply committed to providing ongoing, long-term direction for the retirement planning process. Mark also specializes in wealth distribution planning for people in or close to retirement, giving strategic advice for those seeking to turn 401(k)s, IRAs, and other assets into an income stream for life.

Mark lives in Sandy Springs with his wife, Megan, and their two daughters, Lucy and Tatum.