I am currently priortizing ongoing clients and maintaining a waitlist until June 2026. If you are approaching retirement within the next three years, are age 55+, and are ready to work with an experienced planner to build confidence around your retirement income, investments, and taxes, please complete the Contact Form. I will follow up by email with details about the waitlist.
Mark Rosinski, CFP®, RICP®, CPA, is the founder and financial planner of Dunes Financial, based in Valparaiso, Indiana, and serving clients nationwide. While he’s happy to meet in person with local clients, he primarily works virtually via Zoom.
If you’d like to schedule a complimentary Get to Know Each Other meeting, click the link below or fill out the contact form. This meeting is simply a conversation to understand what you're looking for and determine if we're a good fit.
As a flat-fee fiduciary, I won’t give you a sales pitch or push products. If we’re a good fit, we’ll outline next steps. If not, I’ll gladly point you in the right direction.
I look forward to hearing from you!
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