Mark was born in New Jersey and grew up in the Fort Lauderdale area of Florida where his first job was working at a fast food restaurant. In school, Mark excelled in math. To this day he views helping clients manage and preserve their wealth as a numbers challenge – one which he thoroughly enjoys. Mark believes that there is no “silver bullet” when it comes to a successful, worry-free retirement. Rather, it is built one brick at a time by making intelligent choices. His planning philosophy is purpose-based, which is another way of saying that money means different things to different people and no two individuals are alike.
Mark believes that the most important financial aspect of retirement is a secure lifetime income.
Mark Lumia is Founder and CEO of True Wealth Group, LLC, which has its headquarters in Lady Lake, Florida in an area commonly known as “The Villages.” He and his wife, Maryna, make their home in Ocala, Florida. They are parents to two sons, Ian and Liam, and a daughter, Mia.
Mark started his career as a financial professional after leaving the University of Florida in 1989. He recognized that nothing gave him greater professional satisfaction than helping people preserve their wealth, retire with abundant income for the rest of their lives, and find ways to reduce their tax burdens. He formed True Wealth Group, LLC, and currently oversees a staff of four as Founder and CEO.
Mark is a Certified Financial Planner® (CFP®), Retirement Management Analyst (RMA) a Chartered Financial Consultant® (ChFC®) , and a Certified Advisor for Senior Living® (CASL®). He holds numerous other licenses and credentials such as Series 6, 7, 24, 26, 63 and 65. He is a Master Elite IRA Advisor® and an Infinite Banking Concepts® Authorized Practitioner. He also holds a Real Estate License. While Mark specializes in retirement income planning, his office also helps clients with Medicare and Social Security planning.
Our goal is to be a credible and reliable source of information for people like you. For several years now we have been at the forefront of finding the right products and strategies to do just that. If you have any questions at all or if it makes sense for us to talk, please don’t hesitate to reach out to us directly using the information below.
“To empower Americans with cashflow strategies to ensure they will never outlive their money, reduce taxes, protect their nest egg and live their dream retirement.”
There are many fine men and women that offer financial advisory services, and they are all fine and decent people that work hard… AND THEY ARE FINE FOR WHAT THEY DO.
But what I do is, create a retirement cashflow strategy that is unique to your personal situation by using my proprietary Retirement Strategy Stress Test.
Have you “Stress Tested” your retirement strategy?
Please don’t hesitate to reach out to me directly using the information below:
Phone: 1-352-561-4571 OR 1-800-762-7572
Address: 13940 N. US Highway 441, Suite 601, Lady Lake, Florida 32159