Mark Holland

Mark Holland

Associate

Visit my web site!

Phone: (801) 467-4490
Fax: (801) 424-0030
E-mail:


"Keeping it Safe and Simple"

 

I help my clients develop and implement simple, affordable and workable financial strategies, thereby empowering them to achieve the financial freedom and peace of mind they seek.  My approach to money management, best described by the Japanses word "kaizen," focuses on consistent and continuous improvement of financial literacy. I help my clients understand the process more realistically as they discover and take responsibility for the solutions to their financial and life concerns, thereby creating greater opportunities for financial success.  Creating prosperity and joy is a true measure of the value I seek to bring to my clients as well as to myself, because it enables us to provide for our families, help others, influence community affairs and, ultimately, make the world a better place.

Professional Service

LIfe Insurance Agent since 1981-Utah license #45658

 

Education

Juris Doctor, William Mitchell College of Law, St. Paul, MN

Bachelor of Science in Foreign Service, Georgetown University, Washington, DC

 

Areas of Specialization

Disability Income and Long-Term Care Insurance Planning

Life Insurance Analysis and Planning

 

 

Civic Service 

Adjunct Faculty, Salt Lake Community College and Westminster College

 

 

National Association of Insurance and Financial Advisors, Salt Lake Chapter

Salt Lake Vest Pocket Business Coalition

 

 

Toastmasters International

Utah Committee for Employer Support of the Guard and Reserve

Utah Women's Alliance for Buidling Community

 

May I ask you one question?

When is the last time you revised your will?