Mark Singer is a CERTIFIED FINANCIAL PLANNER™ and President of Safe Harbor Retirement Planning, Inc. He has been The Retirement Guide to thousands of investors for close to 25 years. Mark's approach is to focus on each individual client and ask the questions that other advisors, and investors, simply don't ask. This allows Mark to make the best decisions for each client's unique situation.
Mark is a frequent speaker at events, teaches for the non-profit Heartland Institute as a Certified Financial Educator (CFEd™) and is the founder of the Greater Boston Corporate Wellness Forum. He hosts a radio talk show called Your Financial Future” on Blogtalk Radio through the Diva Toolbox where he shares his specific expertise in working with women on financial matters.
In 2010, Mark was honored by Boston Magazine as they named him one of Boston's best financial planners.*
Mark was the host of television's long running program “Your Money Matters” and was the host of “Retirement Corner” on WBOQ 104.9 FM and “Retirement Strategies” on WESX 1230 AM radio. In addition, Mark wrote a column for the Money section of The Daily Item. He is a frequent contributor to newspapers and other periodicals.
Mark authored the “SmartGuide to Retirement”. He created the Retirement Education Center for the GE Credit Union, and was selected as their retirement planning specialist. Mark is past member of the Board of Directors of the Institute of Certified Financial Planning and of the International Society of Retirement Planning.
As The Retirement Guide, Mark works closely with his clients throughout all stages of retirement planning. One of the unique aspects of his relationship with his clients is his total approach to the planning. To address the needs of his clients, Mark has created the “Financial Organizer System”. This process provides a solution to one of their greatest concerns - which is to properly coordinate their financial affairs. This System has become a primary resource for the families who work with Mark's firm.
* Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
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