Building a Better Financial Future, Together.
Your trusted steward in navigating the financial landscape toward a prosperous tomorrow.
Financial Planning
Prioritizing asset allocation to the distribution event for each objective.
Tax Strategy
Leveraging expertise regarding tax deferral for near term tax savings & tax free investing to alleviate higher tax burdens down the road.
Estate Planning
In the theme of better planning, we need to understand that none of us get out of this journey alive with assets. We position and protect assets during a person’s life and beyond his lifetime to support a pre-established purpose for those assets.
Lifestyle PLanning
It’s about what motivates you. If you’re not working your own plan, you’re following someone else’s. We’d like to put together a plan that supports your highest priorities, your attitude towards money, and your own personal means to satisfaction and fulfillment.
Who we serve
Busy Professionals
Empowering Busy Professionals with Streamlined Financial Solutions. Let us manage the complexities of your financial planning, so you can focus on what you do best.
Small Businesses
Nurturing Small Business Growth with Tailored Financial Strategies. We’re dedicated to helping your business thrive through personalized financial planning and support.
Entrepreneurs
Fueling Entrepreneurial Dreams with Strategic Financial Insights. Partner with us to turn your vision into a thriving financial reality.
Families
Securing Your Family’s Financial Future with Compassionate, Expert Guidance. Together, we’ll build a financial plan that nurtures your family’s dreams and goals.
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Take this quick questionnaire to see where you could be in the next 15 years.
By clicking the START button you will be leaving the abetterfinancialhouse.com website and going to the eMoney website. The calculator, which is operated by eMoney, is intended to show the difference between the amount you require for retirement and the amount available for retirement based upon inputs you provide in conjunction with a below average, average, and above average market rate of return as defined by eMoney. This is not a forecast of expected returns or future value. Rather the calculator is designed solely to illuminate concepts that affect retirement and savings.
About Us
As a dedicated Financial Planner and Investment Advisor at A Better Financial House, my mission, led by Mark Koellner, is to guide and assist individuals in achieving their most significant goals. We believe in the power of continuous financial planning to elevate success across various aspects of life. Through our collaborative planning approach, we uncover essential needs, desires, fears, and dreams.
Our process involves a thorough examination of personal cash flow and net worth, ensuring they align with your long-term objectives. I invite you to connect with us today to develop a personalized financial plan, monitor your progress, and make necessary adjustments along the way. Our consistent support aims to reduce financial worries, enabling you to make decisions with confidence, in harmony with your aspirations. Reach out now to arrange a consultation and begin shaping your financial future with A Better Financial House under the guidance of Mark Koellner.
Constructing financial freedom since 2005
Since our inception in 2005, “A Better Financial House” has been dedicated to constructing a foundation for financial freedom for our clients. Our unwavering commitment to personalized financial stewardship has empowered countless individuals and families to navigate the complexities of personal finance with confidence and ease. By placing the financial well-being of our clients at the heart of every decision, we have built a legacy of trust and success that continues to grow with each passing year.