Mark J. Orr, CFP RICP

Company:	Mark J. Orr, CFP RICP
Contact:	Mark J. Orr, CFP RICP
Address:	12600 Deerfield Pky Suite #100
City:	Alpharetta
State:	GA
Zip:	30004
Phone:	770-777-8309
Fax:	--
Email:	mark@SmartFinancialPlanning.com
Website:	www.SmartFinancialPlanning.com

About My Practice

Mark has been a practicing Certified Financial Planner since 2000. Certified Financial Planners are held to the strictest ethical and fiduciary standards – always putting client interest first and foremost. Since 1997, he has held life, health and became a Registered Investment Advisor representative soon thereafter.

He is the author of four books (available at Amazon.com). His latest one, published last month, is titled: "Retirement Income Planning: The Baby-Boomers 2016 Guide to Maximize Your Income and Make it Last". The one previous to that was published in 2013 (and fully updated again in 2016) is titled: "Social Security Income Planning: The Baby-Boomers Guide to Maximize Your Retirement Benefits".

Based on sales of his books, Mark's clients are located in some 20 states and ninety percent of them have never even met him in person. These faraway people have become clients based on the written, year-by-year lifetime income plans that he designed for them. Using savvy Social Security filing strategies, pension planning, investments and insurance… these "retirement roadmaps" are conservatively built so clients can enjoy a more predictable, increasing lifelong income while reducing the top five retirement risks.

Offering Advice Since

2000

Areas of Specialty

Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Designations: CFP® RICP
Insurance Licenses: Life and health in over 20 states
Security Licenses: Series 65
Investment Advisor Registration: Investment Advisor Representative

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Horter Investment Mgmt - RIA

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