Financial and Retirement
Clients of Ins-All, Inc. can be assured that we can help provide solutions for all of their financial needs. One of the ways we do this is by providing our clients with access to professionals who can offer Financial and Wealth Management, legal, tax, and Mortgage, banking and insurances services. Ins-All, and Mappa Wealth Management has developed strong relationships with Financial Advisors, Attorney’s, CPA’s, Credit Unions and Mortgage Brokers who can become a part of our team Alliance Partners to work for your benefit if needed. Each of these relationships mirrors our own values of integrity and commitment to provide the highest levels of service.
Mappa Wealth Management
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Mappa Wealth Management
It is our top priority to provide our clients, both individuals and small business owners, with the best possible advice and service. In addition to offering you comprehensive insurance planning, we now offer you the opportunity for complete financial planning and advisory services through our relationship with Mappa Wealth Management. - Mark Mappa. Founder and President
Mark Mappa CFP®, President of Mappa Wealth Management, is a Certified Financial Planner professional™ who has over 27 years in the financial planning industry. As a privately owned and independent advisory firm, Mark is free to look at a wide range of financial products, tools, and resources to provide you with the appropriate solutions for your own situation. As an independent advisory firm, we have no pressure to use products or investments that may not be appropriate for the client. We believe that our independence can mean a world of difference when planning for your future. Mark advises clients with:
• Investment Planning
• Education Planning
• Risk Management
• Retirement Planning
• Income and Distribution Strategies
Mark knows that for the small business owner, business planning and personal financial planning go hand-in-hand and we will work closely to provide you with the coordinated business retirement,
and insurance planning you need. Mappa Wealth Management also provides you with access to other important resources and trusted professionals through other Alliance Partners:
• Legal Advice • Estate Planning • Tax Planning
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