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    • A FEW WORDS ABOUT US

      We here at Mark A Stimpson & Associates, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

      Today, Americans are faced with endless uncertainty, like what’s ahead for the tax code, health care and Social Security, to name a few. But removing some uncertainty surrounding retirement is an obtainable goal all Americans can strive to achieve. The retirement crisis has become a staple in our country’s rhetoric, and it has escalated in recent years due to steadily growing life [...]

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      Last week, the IALC launched its interactive game Master of Retirement. Shocking new data points, found from IALC surveys, power the game’s questions and demonstrate the need to offer approachable and light-hearted ways of boosting Americans’ confidence when it comes to saving for retirement. In the coming days, we will share tips to help you rise in the retirement ranks. Start by [...]

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    • IRA BLOG

      Question: Hello, I am a financial advisor in Dallas and appreciate all the training & education Ed has provided over the years to ML advisors like me. I have a question for Ed.  When [...]

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      Creating a self-directed IRA is relatively straightforward. It is not a creation of the tax code, but rather stems from the investment policies of the custodian that administers the IRA account. The [...]

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