Services

The Myloc Strategy

The Mark Anthony Group can show you how to become your own bank, growing your family wealth instead of enriching elite financial institutions. Whether you aim to achieve economic independence faster, boost your savings rate, or pass tax-free wealth to the next generation, The Mark Anthony Group can guide you forward.

Planning for Retirement Income

Together, we can develop strategies to guarantee a steady and sustainable income stream throughout your retirement. By assessing your unique needs, we will optimize Social Security benefits, pension plans, and investment portfolios to secure your financial future.

Risk Management

Let The Mark Anthony Group play a crucial role in your effective risk management. We meticulously assess potential financial risks and develop strategies to mitigate them. By analyzing your financial landscape, we provide tailored recommendations to safeguard your assets.

Life Insurance

Mark Anthony and his team can guide you in making informed decisions regarding your post-retirement goals. While FEGLI benefits are an option, their costs increase as you age. We also offer expertise in estate planning, covering wills, trusts, and beneficiary designations.

Rollover from a 401(k) or TSP Plan

Should you keep your money in your current plan or roll it over into an IRA? While 401(k) and TSP plans offer low-cost investment options, there may be superior opportunities available that provide better performance and greater benefits.

Annuities

Annuities can offer a substantial and predictable income during your retirement years. Before making a purchase, it’s essential to identify your income options and goals. We can explore the entire annuity market on your behalf, explaining the options along with their pros and cons.

Preparing for Retirement

Are you nearing the end of your working career? Do you want to make sure you have adequate predictable income for your retirement years? Mark Anthony and his team can help you identify income sources and amounts, as well as determine your needs after you quit working.