Business Owners
Don’t wait for a crisis. Plan ahead for your business, your successor, and your financial future.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Estate planning isn’t just for the wealthy. A thoughtful plan can make life easier for the people you love.
Major Milestones I Specialize In
End of Life and Legacy Planning
Don’t leave your legacy to chance. Make sure what you've built goes to the people you choose, in the way you intend.
Retirement Planning
Retirement planning is about more than building a nest egg. It’s about creating income that can last while planning for your legacy.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Global Experience. Local Understanding. With more than 25 years of financial services experience, Mark Cernicky brings a global perspective shaped by advising international institutional investors and managing investments for hedge funds and insurance companies. Today, he combines that experience with an understanding of the financial decisions facing individuals, families, business owners, farmers, and ranchers in the communities he serves. You do not need a complex financial plan to benefit from experienced guidance. Whether you have a specific question, are facing an important decision, or need a broader strategy, we meet you where you are. A Clear Process for Moving Forward Not sure where to start? We make the process easier by focusing on three straightforward questions: Where are you now? We start by understanding your current situation, concerns, and priorities. Where do you want to go? Next, we clarify the decisions you need to make and the goals you want to pursue. How will you get there? Finally, Mark helps you understand your options and develop a practical strategy for moving forward. Taking the Next Step Don’t wait for a crisis to start the conversation. Whether you have one financial question or are planning for what comes next, Mark can help you determine the next step. When appropriate, he works with your legal, tax, and other professional advisors to help coordinate your strategy.
Disclosures
Mark Cernicky, Financial Professional, New York Life Insurance Company. Mark Cernicky, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 333 W Boulevard, Suite 303, Rapid City, SD 57701, 307-266-1485. Mark Cernicky, Financial Advisor offering investment advisory services and fee-based financial planning through Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Old Hall Green Wealth is not owned or operated by New York Life Insurance Company or its subsidiaries.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.