Mark J. Fuhrman ChFC®, CLU®, MBA
Mission Statement - Dedicated to providing the highest quality Wealth Management in a caring, friendly and professional environment.
Vision Statement - We believe that Wealth Management is about Protecting your assets and income; Preserving your financial independence; and, Prospering regardless of market conditions.
Our focus is to formulate and implement financial plans that help clients have control over their financial futures. We focus on making sure individuals don’t outlive their assets and are able to keep up with the rising healthcare costs.
Services we provide include wealth accumulation strategies, income continuation planning, and financial security planning for individuals and families. For small business planning we provide key person planning, employee benefit planning, and succession/continuation and exit planning.
Mark has successfully worked with many individuals and groups including:
- Non-profit organizations
- Corporate CEOs and CFOs
- Individuals in the private sector
- A variety of small business owners and employees
- Families and disability
Mark received his Masters of Business Administration from the University of Denver in 1984 and his B.A. degree from Ohio Wesleyan University in 1982. Mark has also earned his Chartered Financial Consultant (ChFC®) designation in 1994 and his Chartered Life Underwriter (CLU®) designation in 1996. Mark is a member of the Denver Estate Planning Council.
Mark had provided time and resources to The Children’s Hospital of Colorado, NAMI Colorado, the National Stroke Association and Colorado Special Olympics.
