"You can’t see the future, but you do need to plan for it. Think ahead."
After graduating from The University of Florida with a degree in Finance, Marc entered the financial services industry and began the two-year process of becoming both a Chartered Life Underwriter and Chartered Financial Consultant. From the start, his practice focused on Full Scope Financial Planning, with an emphasis on clients in need of income and estate tax mitigation strategies along with UHNW Wealth Management expertise. In 1990, Marc was asked to help build an upstart independent financial planning firm which by 2003, became one of the original companies rolled up and went public as National Financial Partners (NFP). Soon after, Marc left NFP in order to ultimately rebrand as The A.I.D. Group of Companies, which currently serves as the parent firm to A.I.D. Wealth Management, Advisors Insurance Design, and The 401kompany. A.I.D.’s growing local and national alliances with law firms, accounting firms, trust companies, employee benefit firms and other financial service firms, has allowed them the privilege of having a seat at the table to serve as trusted advisors during the planning and implementation process. For many years, Marc held seats on numerous charitable and industry specific Boards of Directors to include Goodman Jewish Family Services, NSU Ambassadors Board and the West Broward Estate Planning Council. He enjoys speaking publicly to business groups, philanthropic organizations and in high level business development training. Most recently, Marc has been providing Continuing Education in Florida for CPA’s (CPE), Attorney’s (CLE) and Insurance Advisors (CE). As one of only a handful of licensed Managing Producers in the country, this niche strategy allows for the removal of both Income and estate taxation from ones Tax Qualified Retirement Accounts, eliminates their Required Minimum Distributions and creates a 2-3 times multiple on distributed assets whether desired for family legacy, charitable giving or income.
Education and Professional Certification
BSBA Finance-University of Florida
West Broward Estate Planning Council 2 time past President, Nova Southeastern University Ambassadors Board Member, Goodman Jewish Family Services Board Member, Advisors Philanthropy Initiative Chair and Foundation Board Member for the Jewish Federation.