Mark Ziety, CFP^®

Executive Director

PO Box 1109
Madison, WI 53701-1109

+ 1 More Location

2920 Marketplace Dr, Ste 103
Fitchburg, WI 53719-5339

FINANCIAL ADVISOR'S WEBSITE

https://www.wismedfinancial.org/

(608) 442-3750

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only (i.e. no commission) keeps your best interest ahead of ours. As a fiduciary all the time, you always come first.

Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

No Minimum

General

Mark Ziety is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Madison, WI and the surrounding communities.

Financial Advisor Overview

Physicians and their families are our only clients since their finances are unique. Typically, student loan debt is higher, their career and investing start later, and they pay higher taxes than most. Therefore, specialized knowledge is needed to serve physicians. 1. Income-driven repayment plans and loan forgiveness options for student loans. 2. Where to save after maximizing the employer provided 401(k) or 403(b). 3. Ways to minimize lifetime taxes. Beyond these 3 areas, advice should be delivered in a conflict free manner. That is why we are a fiduciary 100% of the time and don't receive product commissions. We look forward to meeting you soon.

Financial Advisor Experience

I have been serving client in the financial services industry since 2004, I’m a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary. Over the years, my comments have been used in the Wall Street Journal, MarketWatch, Kiplinger’s, Yahoo! Finance, and other publications.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care, Personal Taxes