About Us

Mark is a father and grandfather with his roots in the Tri-Cities area and consideres the area  the best place to live and raise a family. 

Since 1984, Mark S. Mears has been successfully provicing guidance and quality insurance products to his clients.

Mark concentrates his business career on retirement and estate planning for his clientele of high net-worth individuals, successful professionals, business owners, and retirees. His professional affiliations are membership in the National Associataion of Life Underwriters and Who's Who in Executives and Professionals.

Mark received his CLU(R) designation August 1, 2004. He has been listed in The Wall Street Journal as a memeber of the prestigious Million Dollar Round Table, which is recognized internationally as the standard of excellence in life insurance sales and service. Mark has the honor of being a lifetime member of the Million Dollar Round Table.

Our role is to educate and motivate clients and their advisors in addressing critical planning issues.

Please use our site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.