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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

      3 SIMPLE WAYS TO SAVE FOR RETIREMENT

      Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer weather, nothing sounds better than going out to dinner with your family or significant other after a long and stressful week at [...]

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      DEVISING A SUMMER SAVINGS PLAN

      Summer is here and that calls for some down time relaxing with family and friends. Whether you plan on spending your summer days in the sun or binge-watching your favorite television series, developing a summer savings plan will help you enjoy your days now, and stay on track with your retirement plan to make sure you can enjoy more summer days down the road. Save smart this summer with these 4[...]

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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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