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Financial Services

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USA, Worcester
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Description

Sullivan Group is proud to feature Mark W. Smiley, who joined our Employee Benefits & Financial Services Division in 2001. With over 20 years in the business, Mark specializes in individual, group and corporate planning for highly compensated, and high net worth professionals. His firm, Managed Wealth Strategies LLC, enjoys a solid reputation in the industry, and uses the Lifetime Economic Acceleration Process to ensure just the right level of coverage. Contact Mark for employee benefits information: Mark Smiley's email or phone at 508-471-9039.

Featured services include:

  • Business strategies
  • Executive benefits for business owners and key employees
  • Executive benefit planning strategies
  • Personal wealth strategies
  • Economic replacement/human life value and income protection solutions
  • Investment and retirement plan strategies
  • Estate maximization and life settlements and legacy continuation
  • Asset preservation
  • Protection/distribution, estate transfer and/or charitable contributions
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Financial Services
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