Broker Check

DAROLD MARK
WEALTH & FINANCIAL PLANNING
1455 RESPONSE ROAD, SUITE 100
SACRAMENTO, CA 95815
916.641.8400
When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

What would you do with financial freedom?

Would you enjoy the best of your golden years?

Would you spend more quality time with loved ones?

Would you make a difference in this world?

Would you leave a legacy?

 The Darold Mark Approach

What would you do with financial freedom? That is the real question. It is not how much money you have, but how you structure your life in order to pursue your passions and be emotionally, spiritually, and intellectually fulfilled.

Our Clients all have their own individualized passions they find personally fulfilling. Some want to ensure the rest of their golden years are enjoyable and care-free while others want to live the good life now. Some want to leave a legacy and others just want to kick-up their feet and bask in the calmness of a quiet beach.

Our passion is really about helping you work towards what you want out of life. We create strategies with the goal to show successful families, couples and individuals how to structure their wealth to maximize and preserve their lifestyles. We aim to give you a personalized experience, a remarkable level of personal service, and leave you with the ultimate benefit of confidence.

Who We Serve

 Services to Fit Your Needs



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 Market Resources




Helpful Content

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

 

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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