Mark Zoril from PlanVision - Bogleheads. org ColaGummy wrote: Mon Feb 14, 2022 2:12 am Hi all, I'm looking for a financial planner and have heard great things about Mark Zoril (from PlanVision) here, but have also heard from others that his meetings could be brief and doesn't provide in-depth analysis recommendation I'm looking for a planner who can provide guidance advice on the below
Review: Mark Zoril - Planvisionmn - Bogleheads. org As he did with the OP, Mark Zoril was quick to offer to refund my $$ when I asked for something a little beyond the plan vanilla scenario he had worked into his base scenario But we worked something out to more or less meet my needs The 50 minute session wasn't too useful because it got spent on canned reports I was already familiar with
Mark Zoril from PlanVision - Page 2 - Bogleheads. org Mark Zoril and colleague Jason Lynch were the guests for two joint Zoom meetings with the Tampa Bay and South Florida Local Chapters They were informal presentations, but offer insights into their investing and financial planning philosophy
Review: Mark Zoril - Planvisionmn - Page 2 - Bogleheads. org FYI, Mark Zoril (and colleague Jason Lynch) from PlanVision will be our guests on April 27th (8-10 PM *EST*) for our Tampa Bay Chapter Zoom meeting (along with the South FL and other Chapters) The meeting is NOT intended as an "infomercial" for their service, nor a "deep dive" into their business model and eMoney platform
Mark Zoril from PlanVision - Page 3 - Bogleheads. org PV is just 3 guys: Mark Zoril the founder, Jason Lynch the CPA, and Christian Rieck the tech guy I’ve dealt with all 3 and they are legit I asked about helpful Social Security resources during our first Zoom meeting and Mark pointed me to BHer Mike Piper’s work (I have used Piper’s online open social security modeling tool and also
Mark Zoril from PlanVision - Page 5 - Bogleheads. org ColaGummy wrote: Mon Feb 14, 2022 2:12 am Hi all, I'm looking for a financial planner and have heard great things about Mark Zoril (from PlanVision) here, but have also heard from others that his meetings could be brief and doesn't provide in-depth analysis recommendation I'm looking for a planner who can provide guidance advice on the below
Mark Zoril from PlanVision - Page 4 - Bogleheads. org Re: Mark Zoril from PlanVision Post by Brewman » Fri Feb 23, 2024 3:47 pm occambogle wrote: Fri Feb 23, 2024 3:21 pm I think his business setup is more for clients who DIY but wants someone to have a second look
Would you recommend Planvision to answer the am I okay to retire now . . . Mark Zoril is a low cost way to get access to an expert to talk things through occasionally, and ask occasional email questions privately rather than posting in this forum Ok, so it sounds like he is responsive to specific questions such as the "am I ready to retire" question
?s for those using considering PlanVision - Bogleheads. org The Tampa Bay and South Florida Bogleheads are hosting Mark Zoril and Jason Lynch from PlanVision on Tues June 22, 2021, at 8:00 pm ET Please click here for the Zoom link posted on the BH Blog Calendar of Events
Finding Good Fee-Only Financial Planner? - Bogleheads. org While a different approach, it may be worthwhile to introduce them to Mark Zoril PlanVision - link below Mark and his colleagues are more advice and guidance providers looking at the big picture They do not manage anyone's money (they have no AUM) They definitely emphasize low-cost indexed funds They have a Boglehead mindset