BLACKSTONE FINANCIAL FIRM

The Invincible Retirement Plan Will Help You

Maximize Mitigate Minimize Multiply

Your Income Your Risk Your Taxes Your Legacy

Watch a quick video to learn about our
Invincible Retirement Income Strategy.

Peace of mind comes from
retirement income that lasts as long as you do!

Our Services
What We Do For Clients

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Taxes In Retirement

Taxes are pretty confusing to most people. And just when you get the hang of it, the tax laws change. We have found that most accountants take the info you give them, and put it "in the system." That is why we like to give our clients a PLAN for the Taxes they will pay in retirement. Taxes are the single biggest expense most of us have in life. Unfortunately, most people we see are either paying too much, or doing ROTH conversions at the wrong time.

Fortunately, we love taxes. We believe the tax code provides us with the rules to help you NOT pay too much. Not to make you pay more. Did you know the average retired couple making $60,000 per year should pay LESS than $1000 in federal taxes? If you are paying 22%, 24% or more...you need to see what we can do to help.

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

how can we help you?

About Us

Mark Troyer | Retirement Planning Specialist

As a Fiduciary, Mark has become a local star in the world of conservative retirement plans. Mark specializes in providing his clients with an Invincible Retirement Plan that can weather any storm the markets can muster. Mark has been perfecting this strategy for over 20 years. As Mark says, “Over the years, I have interviewed thousands of retirees about their goals, and dreams in retirement. As such, we have designed a three-vault strategy that helps almost every single retiree have great income, reduce or eliminate taxes, and ENJOY their retirement years. Sooner rather than later.” If you would like to know how to do that, set up a time to chat with Mark.

Mark is as well-known Radio Host, and featured speaker locally and across the Tri-State area of Indiana, Ohio, and Michigan. Mark has given multiple lectures on Social Security Optimization, Taxes in Retirement, Required Distributions, and how to Quit Losing Money in Bear Markets.

Mark has been married over 20 years and is the proud father of two boys. Together they love playing hoops, hiking in the west, and his boys love to make fun of him.

Mark’s goal is to make sure that his clients Retire in Style. As Mark says, “Trends come and go, but some things never go out of style: good manners, a ’67 Mustang Fastback…and a Worry-Free Retirement.”

Keep it simple. Keep it safe. Retire Happy.

Reis Yoder | Retirement Planner

Reis is a rising star in the financial planning world, and an excellent addition to the team. Reis specializes in creating income plans for clients, designing Tax-Free income that coordinates Social Security, RMD's, and Roth Conversions. With a background in banking and 4 years as an accounting major, Reis can help clients save money each year by helping them understand their taxable income in retirement.

When asked Mark says of Reis, “I knew he would be a great addition to the team since we have a lot in common…we both grew up Preacher’s Kids, we each have an Amish last name (😊), and we met at our church while playing basketball. But he has learned and grown so fast…he has blown by all expectations. Anyone would be better off having had a chance to meet with Reis.”

Reis excels at the software we use at Blackstone which creates an Invincible Retirement plan. Reis is an Indiana native and his goal is to make sure his clients retire simply, retire safely and retire happy.

If you have questions about your Social Security, Taxes, or Required Distributions and how it affects your retirement income, reach out to Reis and schedule your free consultation today.

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Want a Free Book?

Get a free copy of Don’t Worry, Retire Happy! When you request the Invincible Retirement Trail Map!

When it comes to getting safer with your retirement, sometimes the first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Mark's safe money strategies and how he has helped hundreds of retirees just like you.

Did you know that Warren Buffett's number one rule to investing is to never lose money? He also has a second rule, and that is to never forget rule number one!

We believe that the best way to make a dollar is to keep it. Retirement is a critical time and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients achieve a reasonable rate of return with less market risk using The Invincible Retirement Plan.

request your copy here