Mark Stivers is a financial planner with Money Concepts Capital Corp. and Benefit Planning, Inc. located in Shelbyville, Kentucky. Benefit Planning, Inc. (BPI) is an organization that specializes in federal benefit and retirement planning for Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees. Mark has been working in the federal market since 2008.  He is dedicated to helping federal employees understand the complexity of maximizing their government benefits and prepare for their future retirement.

HISTORY

Mark is a native of Shelbyville. He attended the University of Kentucky, majoring in business and minoring in finance and economics. He held the position of Vice President of Superior Foods of America, and was an owner and operator of a Chevrolet Franchise. He sold his franchise in 2008 to join BPI and follow his passion, which was to pursue a career in finance. As a financial advisor, he uses his education and business experience to help his clients plan for their futures, and he works to accomplish their financial goals. He takes a personal interest in each of his clients and through careful consideration of their needs and earned trust; he builds strong, long-lasting relationships.

FEDERAL MARKET

Benefit Planning, Inc. provides financial advice, financial planning, retirement and estate planning services to federal employees. Since joining BPI, Mark has developed an in-depth understanding of the federal benefits system, including retirement eligibility, retirement options, pension estimates, Thrift Saving Plan (TSP), Social Security Benefits, Federal Employee Group Life Insurance (FEGLI), CSRS/FERS Annuity calculations, CSRS/FERS Survivor Benefits, sick leave calculations, military buy backs, CSRS Voluntary Contributions and deposits and re-deposits.

In addition to financial services, Mark has provided educational seminars and training sessions to the following government agencies: United States Postal Service, Secret Service, FBI, Social Security Administration (SSA), Drug Enforcement Administration (DEA), U.S. Marshal Service, Farm Service Agency (FSA), Rural Development, Natural Resources Conservation Service (NRCS),Veteran Affairs (VA), Department of Labor, USDA Milk Division, U.S. Attorney’s Office and the Bureau of Alcohol Tobacco and Firearms.

LICENSES HELD

• Series 6- Mutual Fund, Annuities and Insurance Premium Representative
• Series 63- Uniform Securities Agent State Law Examination
• Series 7- Full Registration/General Securities Representative
• Series 65- Uniform Investment Adviser Law Examination
• Securities Licensed in KY, TN, IN, OH, AL, AR, FL, MO,MS
• Life Insurance Licensed in multiple states

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