Description
Best Selling Author, Marc Korsch, is a native to the Sarasota area and has been in the financial services industry for over twelve years. Marc previously spent time as a CPA, and auditor, for big five accounting firm KPMG. Among other accomplishments, Marc has finished his doctoral coursework and his dissertation is in the final stages of completion.
Marc strives to educate his clients on how to invest profitably and avoid loss by providing conservative options. He is dedicated to helping his clients harvest the rewards of a well-planned retirement. In addition, Marc Korsch is a well-established speaker in the Gulf Coast area and is committed to educating the community on topics relating to retirement income planning, Social Security planning, and other courses at the State College of Florida.
Dedicated to education, Marc is an approved educator with the Association of Financial Educators. Marc is a member of the Better Business Bureau, National Ethics Association, and Chamber of Commerce. Marc has also been featured on local radio WSRQ’s “Tell me Something Good,” nationally on “Money for Lunch,” and in the Wall Street Journal.
Education
Bentley College Bachelor of Science in Accounting Information Systems. Graduated Magna Cum Laude Babson College Master of Business AdminstrationMarc is currently finishing his Doctorate of Business Administration. Marc is in the final approval of his dissertation.
Associations
Marc is an Approved member of the National Ethics Association NEA, an independent organization of insurance and financial advisors who have passed background checks. Marc is also a member of the Sarasota Chamber of commerce as well as the Port Charlotte Chamber of Commerce. Nav Advisors, Inc. is an Accredited member of the Better Business Bureau.
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Dear Marc,
We feel very fortunate that we had the opportunity to find your fimr "Nav Advisors" by attending one of your informative seminars.
You have spent countless hours with us in setting up a Trust, to protect our estate, and also worked diligently to find the best options available to customize a diversified portfolio for our retirement and financial assets.
Our only regret is that we did not have the opportunity of discovering Nav Advisors thirty-five years ago. We were always conservative with our money. We invested only in FDIC insured D's and also contributed to a 401k through the company we worked for. Needles to say, our net worth would be much greater today had we set up a diversified portfolio.
Our many thanks for a job well done.
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John & Fran Ambrose
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To Whom it May Concern,
After retiring and moving to Florida after 40 years as a sales engineer, district manager and finally a marketing manager for electric/electronic heavy equipment I discovered that, although we tried to build up our savings, we were not capable to keep or grow our finances.
We started going to money managing seminars by some fine people but until we were exposed to Marc Korsch, we were not impressed enough to trust our future financial well-being to anyone. He never said that we would make 15% interest every year but that a realistic figure would be in the 7-10% range. He never advised that we stay with one outlet but insisted that we spread out our nest-egg where it would do the most good for us and our heirs.
This meant tying up a portion in long term security pieces, short term and the smallest portion to stocks and bonds. The long term are well over 10% and the market portions even after all of the recent gyrations and losses are in the black.
More important, Marc insisted on a trust instrument with the aforementioned long term positions so that a bulk of that will pass on to our heirs TAX FREE. Did I MENTION THAT HE ALSO DOES OUR LOW TAXES AS WELL?
To sum up, the last item is the best because it gives us peace of mind regardless of whether it is me or my super wife who is left to handle our money. Marc will be there and our kids know that we, and they will be in good hands. If you want you can call me anytime at 941-347-4302. I would be more than happy to talk to you. Keep in mind that everyone has a different mindset or aims for the future and Marc has the ability to think outside the box.
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James F. Duffy
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My husband, Tom, and I were introduced to Marc as we attended his evening classes in April of 2012, primarily so I could learn about various investments and the stock market. I learned much from his class about the financial workings of the market, etc. Also as it turned out Tom found he learned more than he thought he would even though he is familiar with much of the financial industry. At the same time, we were looking into changing financial advisors. After interviewing other advisors, we found Marc to be the most in tune with our needs and did use not the same cookie-cutter approach of other advisors working at large, well-known institutions.
Now that we are clients, Marc is still very instrumental in helping me learn about the investments we are invested in. Since changing to NAV Advisors, Tom and I feel more at ease with the financial choices we made with Marc’s in-depth knowledge. He and his staff seem very committed to helping us make the good choices and keeping us appraised of opportunities as they become available. We are so pleased with Marc and NAV Advisors that we have recommended him to other family members and friends and so would recommend him to anyone.
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Mary & Tom Henry
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As an estate planner in Indiana, Georgia, Virginia, and North Carolina I knew I needed professional guidance pursuant to the education of Florida residency.
When attending one of Marc's seminars, I knew after his answers to my questions that I had found a home for my portfolio and estate planning business.
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Hal Greer
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To whom it may concern,
We first met Marc Korsch at one of his seminars in Fall of 2006. His self confidence and plain financial "savvy" impressed us into making an appointment to discuss our retirement. We had investments with a couple of larger firms, but we were not satisfied with their performance and it seems we were never able to discuss a long term strategy with any of them. Marc sat down with us and asked "what do you want to do when you retire?" Since then we have gotten to know Marc on a personal lever and we have seen the positive results of his ability to manage our retirement funds. He not only educated us in what his strategies were, but he also has given us the confidence that we will be able to survive the tough economic times. We would highly recommend him to anyone with any size portfolio and would welcome questions regarding any of the services from "Nav Advisors."
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Patrick & Debbie Carter
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