Mark Weatherly operates his independent Kingsview Partners practice in Edmonds, Washington. Mark is a former Edward Jones advisor and Chartered Financial Consultant™ (ChFC®) with seven years of experience. He joined Kingsview’s independent platform in 2023.
An Early Introduction to Finance
Originally from Port Townsend, WA, Mark learned about finances at a young age. “My father gave my brother, sister and me each a small brokerage account when we were young, so I’ve been investing personally since I was nine years old. He explained how the markets worked, taught us about local companies, and discussed saving and investing for the long run. It’s been a passion for me ever since.”
The Value of Trust
Mark developed his “client first” ethic growing up through work in his family’s restaurant, where revenue was heavily dependent on the tourist season and the loyalty of local
customers.
“I learned back then that we had to establish a relationship where people felt comfortable coming back to us time and again, and that still holds true. Feeling confident in someone’s values and ethics is paramount, especially when they’re helping to guide your financial future. I’m very passionate about the full scope of financial planning, which translates into every conversation I have with my clients.”
A Customized Approach
Every investor has unique needs, so Mark customizes his strategies to help people work toward their financial goals. Whether that means saving for education or a down payment on a new home, protecting accumulated wealth, or mapping out estate and tax efficiency considerations, he is committed to providing an outstanding client experience.
Mark’s areas of focus include:
– Retirement Savings Strategies
– Business Retirement Plans
– Wealth Strategies
– Estate and Legacy Strategies
– Retirement Income Strategies
– Insurance and Annuities
On a Personal Note:
Outside work, Mark and his wife, Armida, live in the community of Edmonds and are raising their granddaughter, Leah. They are very involved in the community and their church. Mark also enjoys golf, time spent with family, and watching the Seahawks in his spare time.
Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.
Navigating Medicare
As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffice® is here to help.
What is Medicare?
Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.
It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.
You Have Several Options, Depending on Where You Live. You Can:
– Elect Original Medicare
– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan
– Substitute a private Medicare Advantage plan for Original Medicare
– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)
– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan
We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.
Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.
Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan. This referral fee will be shared between KWM and your advisor.
This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.