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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

      DON’T TAKE THE JOURNEY THROUGH RETIREMENT SAVINGS ALONE

      DON’T TAKE THE JOURNEY THROUGH RETIREMENT SAVINGS ALONE We live in a high-tech world where information about all topics under the sun is available at our fingertips. We are moving toward self-service and automatic access to everything. You can look at your checking account balance on your phone; you can make dinner reservations with a couple of clicks, and you can confirm a dentist appointment [...]

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      Fixed Indexed Annuities: Principal Protection and Growth Potential

      Fixed Indexed Annuities: Principal Protection and Growth Potential Whether aiming for asset growth or protection, clients today face tough decisions when it comes to investing their retirement assets. They may be concerned about tying up money in a low-rate fixed account and missing the boat if rates increase. And with the unpredictable stock market, clients may see securities and variable [...]

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    • IRA BLOG

      When You're 70 1/2 Avoid These Disastrous Mistakes

      When You're 70 1/2 Avoid These Disastrous Mistakes This week's Slott Report Mailbag looks into RMDs, Roth IRAs, and "still working" provisions. As always, we recommend you work with a competent, [...]

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      5 Ways to Avoid the Time and Expense of Probate

      Death is inevitable. It comes for us all at one point or another. Some sooner than later, but none are able to escape its grasp. Whenever that time comes, your “stuff,” including your financial [...]

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