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Wise Choices Financial Team

Your Local Financial Planner

See How We Can Help!

Meet Mark Squires And The Team

The Wise Choices Financial team is made up of qualified financial professionals who are passionate about helping individuals and families make their money serve their life goals.

Mark A Squires

Owner and President at Wise Choices Financial, LLC

As the owner and president of Wise Choices Financial, LLC, Mark is focused on helping clients work toward their financial dreams through a well-thought-out strategy designed with their best interest in mind. Since 2002, his main focus has been helping families with life insurance, final expense insurance, long-term care insurance, identity restoration plans and other basic financial advisory services. In addition to financial planning, Mark also specializes in helping individuals age 65+ learn all about the types of Medicare-related health and drug plans. Mark believes in taking the time to research and thoroughly identifying the needs of his clients and developing a customized strategy to fit each person’s individual circumstances and needs. He has passed the Series 66 Securities exam and holds licenses in life and health insurance as well as variable contracts in Missouri, Kansas and several other states. He is registered as an Investment Adviser Representative and regularly appears on “Moneyline with Peter Newman” on Saturday afternoons on 98.1 KMBZ FM. Mark has two grown children and a new granddaughter. He and his wife, Tina, live in Independence, Missouri. In his free time, Mark enjoys gardening, roller skating, family time, home remodeling and talking about tools. 


Stacy Cole

Customer Service Representative


The History of Wise Choices Financial

I went through a several year period during which I lost every family member I had except for my children. As the youngest in the family I was the one who had to deal with everything. From VA benefits to Medicare to Medicaid to Pension Plan Payment Elections to 401(k) allocations to estate planning not done at all and Estate Planning done horribly wrong. I had to leave my job as a Parts Manager for the Great Dane Trailer Dealership to take care of my dad’s estate.

That time was like living life in front of a fire hose, but God wired my brain to understand it.

The one thing each of them had in common is that none of them was prepared, at least in the “affairs” department.

When that time had ended, and it was time to go back to regular work it occurred to me that perhaps God had allowed me to go through that time to prepare me for a higher calling. On December 16, 2002 I started a business through which I could help others prepare for or navigate the path I had walked alone.

That lends itself to the insurance and financial planning business. I chose to open this company independently of any insurance company because I wanted to be able to help people without a sales manager in another state telling me to “SELL, SELL, SELL”. It was tough in the beginning and I worked a lot of extra jobs to stay true to my mission.

After a few name iterations I finally chose “Wise Choices Financial” when the phrase “Wise Choices Today Means No Regrets Tomorrow” came to me. Today we occupy a 2600+ sq. ft. professional office and have a team of 5 and are growing.

Talk To One Our Licensed Professionals Today

When you work with Wise Choices Financial, you also get a team that is dedicated to finding the best financial and insurance strategies for you!

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Address

3620 Arrowhead Ave Suite B
Independence, MO 64057, US

Wise Choices Financial, LLC is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through Brookstone Wealth Advisors. Brookstone Wealth Advisors and Wise Choices Financial, LLC are not affiliated companies. Any and all other services related to The Debt Free Destination Plan™ and The Medicare Whisperer™ are an outside business activity and are not offered through or supervised by Brookstone Wealth Advisors. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

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