Mark is the owner of Matkovic Financial Group, continuing the business which was established in 1951. The firm offers tax, investment and financial services, through its’ highly trained staff, each that holds various licenses. The mission is to offer TOTAL CLIENT COMMITMENT. This is accomplished by taking a comprehensive approach and recognizing that tax strategies, insurance needs and investment goals are interrelated in working towards the client’s overall financial objectives.
Among the many services provided, some are:
- Retirement Planning
- Charitable Trusts
- Mutual Funds, Stocks & Bonds
- Long Term Care
- IRA’s, 401k Distributions/Rollovers
- Estate Planning
- Life Insurance & Annuities
- Tax Strategies
Mark is a licensed Certified Financial Planner, a licensed Certified Public Accountant, and a licensed Investment Advisor Representative. He holds his series 7, series 63 securities and real estate licenses. He is also licensed in life, health and disability insurance, as well as, mortgage loan brokerage services. Mark is a Certified Senior Advisor (CSA).
A member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the Indiana CPA Society. Mark has been in practice for over 25 years. He received his degree from the University of Alabama. Mark roots for the Crimson Tide especially during the football season.
For more than 15 years, Mark also trained and mentored other financial professionals as the Indiana Chapter Director for Avantax Wealth ManagementSM. As a leader in the growing market for comprehensive financial services, the Financial Professionals of Avantax Wealth ManagementSM offer financial planning to more than three million individuals and small businesses throughout the United States.