Taking Your Lifestyle

Goals and Accelerating

Them to Reality

🔹 What Difference Could

(5X) Investment Performance

Do for You and Your Family?

Learn More

Your Guide For Retirement Incoming Planning

Whether you are planning for a retirement that is 20 years away or confounded at how to turn your savings into a viable retirement income stream, we can help.

• Wealth Management & Financial Planning

• Retirement Income Solutions

• Annuity & Life Insurance Planning

• Executive Benefits

• Business Solutions

We Help Business Owners and C-Suite Professionals Achieve (5X) Investment Performance With Reduced Risk, Accelerate your Financial Goals to Elevate Your Lifestyle.

"What Does This Mean For You?" "We Tactically Attack Fees - Internal and External", often times saving our clients ( 5 - 6 ) figures per year.

“What Makes Us Different? We actively manage Wealth using our Algorithm driven Portfolios and Open Architecture Strategies.

"We Track and Monitor your Investments to protect profits and alert you should re-positioning be necessary in Sudden Market Drops."

How We Help

We help you plan for retirement by creating your own “personal pension” for lifetime income in retirement.

Nearing Retirement

It’s never too early to start retirement planning. The earlier you start, the greater peace of mind you could have. We help you envision what type of retirement you want and then plan for it, so that your dreams have the chance to become reality.

At Retirement

A retirement that was once in the distant future is here or right around the corner. We help you ask the right questions, spot gaps that may exist in your current plan, and provide a roadmap for both the short-term and long-term so you can live a better retirement.

Retirees

How much income can you safely withdraw from your retirement accounts without risking running out of money? That is the million dollar question, and we guide you in discovering your own personal answer.

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About Us

We help you manage your finances so that your finances aren’t managing you.

We are retirement planning experts. We provide comprehensive financial planning and investment advice through all stages of retirement. We spend a great deal of time with our clients, learning about their unique situation so that we can develop a customized plan that allows them to take advantage of every opportunity they can during planning for retirement.

Through our consultative process, we review and identify all factors of our client's financial situation, evaluating their specific needs and goals. Together, we analyze, review and discuss their present position and assess how our services might provide insight and guidance to success on their financial goals through our financial planning process.

Our financial planning team is comprised of advisory experts in estate & tax plannng, investment management and risk management and carry the designations of CFP or CFA. We operate as a fiduciary and put the needs and interests of our clients above our own.

Once we've completed and analysis through our comprehensive financial planning process and have created a recommended course of actionable items, the client can choose to further integrate our investment management recommendations and/or retirement income planning recommendations for a success path to their specific goals.

Our Services Include:

Comprehensive Financial Planning
Retirement Income Planning
Investment Portfolio Management
Annuity / Life Insurance Planning
Estate Planning
Business Solutions;
- Executive Benefits
- Business Succession Planning
- Business Liquidation Success Event

What Makes Us Different?

At On The Mark Money, we are focused on using tax-efficient investment and planning solutions that support your best interests. We take a collaborative approach to retirement planning, working in conjunction with you instead of for you, so that you always get the best straightforward advice.

Strategic recommendations paired with ongoing education (in language you can actually understand) helps ensure you get the maximum value out of every minute you spend with us because at the end of the day, the more insight you gain, the better equipped you will be to make important financial decisions.

Your Dedicated Team of Professionals

Mark Stoecker

Founder / Fiduciary Financial Advisor

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If you're looking for a personal financial adviser, there's a reason you came here, there's a high probability we could be a good fit. I'm a fee-only financial adviser and proudly serve as a Fiduciary for my clients.

The word Fiduciary is indeed key, as I put my client's interests far before my own in all my processes and recommendations.

I've been serving my clients throughout Texas for 29 years. You deserve the very best and you've earned it and yes, we do things differently.

Imagine if you will, looking back 20 years and forecasting what your present picture could look like ...

by avoiding the major market losses of 2002, 2008, 2020 and ...

getting market growth the whole period, Plus at the same time, adding an additional 3-4% per year in returns to your portfolio, due to our specific type of management and the removal of unnecessary fees.

Efficient, protected, managed market returns like this, compounded for 20 years,.. or 30 years.

This could add up to 5 figures & 6 figures per year back to you...and long term...hundreds of thousands of dollars, in some cases - millions... back to you. Now re-read that last sentence.

How would life look differently for you today? What would you do with the freedom to retire earlier? Where would you travel? Who would you bring along? This would open the door sooner to all your possibilities.

Now Just Imagine, what the next twenty years for you could look like even more so?

Imagine having peace of mind, that you're in control and you're protected from future market and economic uncertainties.

That's our mission - to give you confidence, knowing you're in control of your path.

We want to reward your hard work with real results.

The way I see it, you have three choices to make:

1) You could keep searching and speaking to more advisors, go to a few more seminars/webinars, do more internet research, try some things on your own.

2) You could do nothing and hope you've planned for the best (knowing what I just told you).

3) Give us a try...let us show you what difference we could make for you, what $ impact it could make. We want to elevate your lifestyle goals today - and it all comes down to just saying Yes.

Let's have a chat and see... https://calendly.com/mark-106/coffee-chat

~Mark Stoecker

Setting a New Standard for Client Service

The cornerstone of our financial planning and retirement income solutions are our 5 Foundational Principles. These five core values are incorporated into everything we do to help ensure that every one of our clients receives the highest level of care and attention.

No problem too small, we are always just a phone call or email away. Our goal first and foremost is to provide you with the peace of mind you need to be confident in the path that lies ahead so every step you take gets you closer to where you want to be.

The Principles That Serve as the Cornerstone of Our Services

Accountability

The financial industry is filled with empty promises. Our mission is to change the conversation by not just saying what we’re going to do, but also doing what we say. Similarly, we will hold you accountable to follow our recommendations and implement our strategy so your money and time are never wasted.

Transparency

From our financial planning fees to our honest opinions, we are an open book when it comes to your concerns and questions. We take wealth management very seriously; with this responsibility comes a need for complete transparency into who we are, what we believe and how we can best serve your needs.

Respect

Even if you pick the option that we recommend the least, we will always stand by your decisions and values. There is always more than one way to achieve the same goal, and we want to make sure the path you take is what you want, not what we prefer. Your dreams and desires will always be our number one priority.

Trust

Before we dive deep into the details, we want to make sure we foster a mutually beneficial relationship where both sides are confident in the other’s actions and beliefs. Our prior experiences guide everything we do, and we hope that from the very beginning, you’ll feel secure and in smart, capable hands.

Honesty

We pride ourselves on telling you what you need to hear — not what you want to hear. This means no sugarcoating. No secrets. And never anything but the absolute truth because you deserve open and honest communication about the causes and implications of your financial decisions.

Schedule a Meeting Today

Getting Started is Easy

We help you manage your investments so that your investments aren’t managing you.

When managing your money, we believe going the extra mile is always worth it in the long run. We’re “Experienced in Finance, but Invested in futures”

Excitement for what the future has in store begins with confidence in your decisions. We’re here to help make sure the steps you take now help get you to where you want to be later.

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