Broker Check

4444 Corona Drive
Suite 112
Corpus Christi, TX 78411

Mark A. Militello

(361) 882-3221

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Understanding Today’s Financial Environment

Welcome, I’m Mark Militello, a financial professional in Corpus Christi, TX.  I understand that each individual faces unique financial challenges  I can help take the mystery out of saving for retirement or putting money away for a special purpose.  My personalized service focuses on your needs, wants, and financial goals.

I look forward to working with you through all stages of your life. You can reach me at (361) 882-3221.

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Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

A Look at Whole Life Insurance

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Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.


Traditional vs. Roth IRA

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Mastering Mobile Lingo

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Orchestrating Your Retirement Accounts

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Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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This calculator helps estimate your federal estate tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Principles that can help create a portfolio designed to pursue investment goals.

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5 Smart Investing Strategies

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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You’ve made investments your whole life. Work with us to help make the most of them.

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