Turn Your Retirement Savings
Into Reliable Income - Without Running Out of Money
Fee-based retirement income planning for retirees ready to make their money work as hard as they did.
The 4% Rule is Dead
HERE ARE 3 BETTER ALTERNATIVES
Real Clients, Real Results
What Clients Say
About Me
Mark Wisneski, CEPA — WealthManager | Financial Planner | Exit Planner for Business Owners
For more than 30 years, I’ve helped businessowners, founders, and high-net-worth families transform business success intolasting personal wealth — and do it with clarity, structure, and intelligenttax planning.
I’m a Certified Exit Planning Advisor (CEPA) andportfolio manager who has guided clients through every major market cycleincluding the dot-com crash and 2008, without a single client ever running outof money under my guidance.
Process
My speciality is working with:
I act as the “quarterback", coordinating the tax pros, M&A attorneys, estate planners, and investment strategy
My specialty is working with:
Most owners spend years building a company — but almost no time designing how to extract wealth from it. That’s where I step in.
My Approach
I act as the “quarterback,” coordinating the taxpros, M&A attorneys, estate planners, and investment strategy so you aren’tleft guessing which expert to hire or in what order. Owners trust ourstructured, three-phase planning system to help them:
Protect their families
Convert equity into income
Maximize after-tax sale proceeds
Build a retirement they can actually enjoy (not just fund)
If you’re thinking about retirement, considering selling a business, or simply want a plan that clarifies “Can I actually afford this?”, I’m here to help you get straight answers — without confusion or sales pressure.
Common Questions
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Correct. This is complimentary for qualified prospects. If we work together, our fee-based planning starts at 0.75% of assets under management (often less than you're paying now). No commissions, no hidden costs.
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No. We're fiduciaries—we only recommend what's in your best interest. If we're not the right fit, we'll tell you.
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That's fine. Many clients come to us for a second opinion. You're not locked in to anyone until you choose to be.
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No. We work with clients across the country via Zoom. In person meetings when warranted.
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Nothing required, but if you have recent statements from your retirement accounts and Social Security statement, we can give you more specific recommendations.
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You'll receive an immediate confirmation email with your Zoom link. We'll also send a prep guide 24 hours before your scheduled time.
Ready for Your Free Retirement Analysis?
Let's build a plan you can actually trust.
The 4% Rule is Dead
HERE ARE 3 BETTER ALTERNATIVES