About Us
We'd like to tell you a little more about us and how Great-Financial-Planning.com came about. This site was developed by Mark Kenison, CFP, CLU with a mission of providing free personal financial planning advice, education and tools for people from all walks of life. Our vision is to build the most comprehensive personal financial planning website that brings consumers back again and again for free advice and guidance.A 15 year veteran in the industry, Mark has helped hundreds of clients from all over the country to comfortably retire, reach goals, and live their dreams. His expertise is in protecting, preserving, and shielding clients’ wealth from the various risks that clients face each day. Mark has a genuine concern for his clients’ financial well being and always puts their interests first. Based on his years of experience and expertise, he makes recommendations that improve his clients’ financial well being. This has enabled him to successfully meet the retirement planning needs of his clients while building long-lasting, meaningful relationships with them. His clients find him both personal and dedicated to his work. Mark has a bachelor’s degree in Finance from the University of Utah. He is also a Certified Financial Planner™ professional and a Chartered Life Underwriter. Mark is an Investment Advisor Representative for Turning Point Financial, Inc., and all investment advisory services will be offered through Turning Point Financial, Inc., a North Carolina State Registered Investment Advisory Firm. Mark is also a member of the Financial Planning Association. Mark is also a licensed Life & Health insurance agent and has an insurance dedicated website located at Turning Point Benefits Group. If you would like to contact us or ask any questions specific to your situation, please complete the form below and someone will contact you shortly.
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