Mark Begley CLU, ChFC - Reflection Financial Strategies

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Mark Begley CLU, ChFC Retirement Planning Specialist Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products of-fered through AXA Network, LLC and its insurance agency subsidiaries. AXA Advisors and AXA Network do not provide tax or legal advice. Reflection Financial Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AGE 100257 (1/15)(exp.1/17) AXA Advisors, LLC In addition to a one-on-one relationship, Mark can offer the extensive capabilities of a premier financial services organization. Through AXA Advisors, AXA Network and affiliates, he can offer a wide variety of investment management services, mutual funds, and insurance products and services from an abundant list of investment companies and insurance carriers respectively. AXA Advisors strives to provide the highest level of planning services available by helping you identify and prioritize goals, offering strategic advice specific to your needs and implementing the strategies that are tailored to your individual needs. Reflection Financial Strategies Reflection Financial consists of five Business Partners and four Associates with 140+ years of combined experience. Reflection Financial’s investment philosophy is to advise on, develop, create and implement investment strategies for each client that are based on their ever-evolving needs, goals and tolerance for risk. 219 N. 6th St. Atchison, KS 66002 Office: (913) 367-0826 Fax: (913) 367-0896 [email protected] Www.mark-begley.com Personal Information Mark Begley, CLU, ChFC, began his career with AXA Advisors, LLC in 1993 as a Financial Consultant and has since then earned the Retirement Planning Specialist title from AXA Advisors, based upon the receipt of a Certificate in Retirement Planning, The Wharton School, University of Pennsylvania. He has been servicing Atchison and the surrounding area for over 20 years providing wealth protection strategies and wealth management to individuals and businesses. Throughout his career, Mark has achieved numerous awards including: 1996 DSF Associate of the Year 1996– 2016 Million Dollar Round Table 2006 Hall of Fame 2016 Distinguished Service Award Mark joined the National Association of Insurance and Financial Advisor (NAIFA) in 1993 and has continued to be an active member in his local and state associations. Mark served as the NAIFA - KS State President from 2013-2014. Mark has a dedicated staff that consists of Brandi Myer, Office Manager and Client Service Manager; Mike Conrad, Client Service Manager; Cathy Paolucci, Office Assistant, and Jade Boldridge, Office Assistant. Mark and his staff aspire to provide his clients with timely customer service and advice. Mark is very active in the Atchison community with the Chamber of Commerce, Atchison Rotary Club, and St. Benedict’s Catholic Church. Mark and his wife, Amy, live in Atchison with their four children, Scarlett, Sophia, Robert, and Stella.

Transcript of Mark Begley CLU, ChFC - Reflection Financial Strategies

Page 1: Mark Begley CLU, ChFC - Reflection Financial Strategies

Mark Begley CLU, ChFCRetirement Planning Specialist

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products of-fered through AXA Network, LLC and its insurance agency subsidiaries. AXA Advisors and AXA Network do not provide tax or legal advice. Reflection Financial Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AGE 100257 (1/15)(exp.1/17)

AXA Advisors, LLC In addition to a one-on-one relationship, Mark can offer the extensive capabilities of a premier financial services organization. Through AXA Advisors, AXA Network and affiliates, he can offer a wide variety of investment management services, mutual funds, and insurance products and services from an abundant list of investment companies and insurance carriers respectively. AXA Advisors strives to provide the highest level of planning services available by helping you identify and prioritize goals, offering strategic advice specific to your needs and implementing the strategies that are tailored to your individual needs.

Reflection Financial Strategies Reflection Financial consists of five Business Partners and four Associates with 140+ years of combined experience. Reflection Financial’s investment philosophy is to advise on, develop, create and implement investment strategies for each client that are based on their ever-evolving needs, goals and tolerance for risk.

219 N. 6th St.Atchison, KS 66002

Office: (913) 367-0826 Fax: (913) 367-0896

[email protected] Www.mark-begley.com

Personal Information Mark Begley, CLU, ChFC, began his career with AXA Advisors, LLC in 1993 as aFinancial Consultant and has since then earned the Retirement Planning Specialist title from AXA Advisors, based upon the receipt of a Certificate in Retirement Planning, The Wharton School, University of Pennsylvania. He has been servicing Atchison and the surrounding area for over 20 years providing wealth protection strategies and wealth management to individuals and businesses. Throughout his career, Mark has achieved numerous awards including: 1996 DSF Associate of the Year 1996– 2016 Million Dollar Round Table 2006 Hall of Fame 2016 Distinguished Service Award

Mark joined the National Association of Insurance and Financial Advisor (NAIFA) in 1993 and has continued to be an active member in his local and state associations. Mark served as the NAIFA - KS State President from 2013-2014. Mark has a dedicated staff that consists of Brandi Myer, Office Manager and Client Service Manager; Mike Conrad, Client Service Manager; Cathy Paolucci, Office Assistant, and Jade Boldridge, Office Assistant. Mark and his staff aspire to provide his clients with timely customer service and advice. Mark is very active in the Atchison community with the Chamber of Commerce, Atchison Rotary Club, and St. Benedict’s Catholic Church. Mark and his wife, Amy, live in Atchison with their four children, Scarlett, Sophia, Robert, and Stella.