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Frequently Asked Questions

  • Why should I work with a Certified Financial planner?
    The Standard of Excellence: The CERTIFIED FINANCIAL PLANNER™ certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
  • How often do we connect as client and advisor?
    During the initial stages, before on-boarding as a client, we will have at least 2 calls or meetings, the 1st to gather information about your financial situation and the 2nd to review the analysis and projections reports that have been completed, answer any questions you may have, and finally to present our financial recommendations and advice for you moving forward. These interactions can be completed either in person or over the phone/virtually, depending on your preference. If you accept our plan and recommendations for you we will then begin the implementation phase, which will probably involve a few more interactions. Once that phase is completed, we will send you an email every quarter of the year asking you to respond if you would like to schedule a review. Generally, we like to connect at least one time each calendar year to discuss your progress and get updates about important changes in your life or to your goals for the future. We will accommodate everyone’s preferences, however, and will connect as often or as rarely as you desire.
  • How much does a financial planner cost?
    There is no cost for our initial connections or an annual financial plan fee associated with our interactions. However, there may be advisory fees involved for accounts that Haydenrock manages for you. A better question might be, “what will I cost myself if I don’t use a certified financial planner?” See below
  • Are there investment minimums?
    There are no investment minimums imposed by Haydenrock Financial, but there may be investment minimums depending on the investment vehicle or product recommended for you to reach a specific financial goal, saving for college could be a good example.
  • Are there investment minimums?
    There are no investment minimums imposed by Haydenrock Financial, but there may be investment minimums depending on the investment vehicle or product recommended for you to reach a specific financial goal, saving for college could be a good example.
  • What can I expect in our first meeting?
    You can expect to be asked detailed questions about every aspect of your financial situations. The more we know the better we can serve you. So expect detailed questions about everything, including but not limited to you and/or your spouses employment income, retirement plan deferrals, estimated account balances, credit cards, debts, and goals for the future. So it’s good to have statements ready or shared before our first meeting to make the most efficient use of our time. We’ll send you a secure email to reply to with attachments for any sensitive documents to ensure the confidentiality of your information.
  • What are your qualifications?
    Mark McGaurn, is an Investment Advisor representative nationally, allowing him to manage any type of investment or investment account type. He also has every insurance license applicable to the individual household and business marketplace. Additional education and experience include an Ivy League Degree from Cornell University, 16 years of industry experience as a financial advisor, and his Certified Financial Planning designation.
  • How often are my investments changed?
    In an investment account that is actively being managed, there will be changes made throughout the year, but a turnover rate typically less than 20%.
  • What makes Haydenrock Financial different then the other financial advisory offices I’ve met with or plan to meet with?
    Simple, with Haydenrock you get unlimited accessibility to your very own CFP/Financial Professional to help you with any and all financial decisions or questions you have resource any day of the week. Our firm is young, so you do not have to worry about having your advisor retire shortly after you do.
  • Would I be able to talk with any of your current clients about their experience with you?
    Absolutely, we most likely have a former co-worker as a client who would be happy to talk with you.
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We hope you will trust our guidance and professional opinion. Schedule a consultation today to put yourself on the right path for your financial future. At Haydenrock Financial, we care deeply, work tirelessly, and always strive to lead with honesty. Your success is not just a goal; it's our commitment.

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"Mark has been handling all my financial investments for over 15 years! We have had great financial success together with my annual returns easily outpacing the returns on the stock market year after year! Mark has become such a good friend and was even at my wedding! If you are looking for a smart, accomplished, and compassionate financial advisor, call Mark. You and your loved one’s financial future will be in great hands!"

- PETER, PENNSYLVANIA

This testimonial was given by a current client. The client received no cash or non-cash compensation for this statement. All statements from the client were not altered in any way. The testimonial may not be representative of the experience of other customers. The testimonial is no guarantee of future performance or success.

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