Mark Mesina, Estate Planning Fiduciary

Mark Mesina, Estate Planning Fiduciary an estate planning fiduciary dedicated to helping individuals and families protect their assets and plan for the future.

I help individuals and families plan with purpose for their future. As an estate planning professional, I specialize in working with retirees and those approaching retirement—people who have worked hard, built a legacy, and want to make sure it's protected and passed on according to their wishes. I understand that estate planning is more than just paperwork—it's about peace of mind. Whether you're

looking to create or update your will, establish trusts, navigate tax strategies, or ensure long-term care decisions are in place, I’m here to guide you every step of the way with clarity and care. My approach is simple: listen first, plan second. I take the time to understand your values, goals, and concerns so we can create a plan that truly fits your life and legacy. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Mark Mesina
California Insurance License #4352435
Secure Income Management

3067 W Ina Rd
Tucson, AZ 85741
Cell Number: (925) 214-9269

Are Annuities the New Safe Haven? Why are investors so drawn to annuities right now, and should you be considering a pur...
05/22/2025

Are Annuities the New Safe Haven? Why are investors so drawn to annuities right now, and should you be considering a purchase?

Annuity sales topped $100 billion in the first quarter. Why are investors so drawn to annuities right now, and should you be considering a purchase?

While you’re planning your financial future, remember to plan for unexpected life events as well. Being prepared with al...
05/13/2025

While you’re planning your financial future, remember to plan for unexpected life events as well. Being prepared with all your important documents in one place can make a big difference if you’re faced with an emergency. This list of important items from &G is a great place to start.

Discover how Gen Z, Millennials, Gen X, and Baby Boomers manage their money with insights from New York Life Wealth Watc...
02/13/2025

Discover how Gen Z, Millennials, Gen X, and Baby Boomers manage their money with insights from New York Life Wealth Watch. Gain tips to personalize your financial strategy.
No matter what your age is, If you'd like to discuss how to fine-tune your financial strategies.
Read the article: https://nyl.co/4hW4Eub

The Fed’s recent rate cut could mean big changes for your finances—but the impact is in the details. From mortgage rates...
01/16/2025

The Fed’s recent rate cut could mean big changes for your finances—but the impact is in the details. From mortgage rates to savings accounts, even small differences can add up.
Curious how it affects you? Check out this quick, insightful article.
Article is for informational purposes only. It is not intended as a solicitation for savings products or mortgages.
https://yhoo.it/4hgPu2t

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the...
01/01/2025

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

At New York Life, we take pride in fostering a workplace that’s inclusive of everyone. We’re constantly striving to grow...
12/24/2024

At New York Life, we take pride in fostering a workplace that’s inclusive of everyone. We’re constantly striving to grow everyday through our intentional DE&I efforts.

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.
12/24/2024

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

Merry Christmas! May this season be full of light and laughter for you and your family.
12/18/2024

Merry Christmas! May this season be full of light and laughter for you and your family.

The holiday season brings joy and celebration, but it can also bring unexpected expenses. From gifts to gatherings, spen...
12/12/2024

The holiday season brings joy and celebration, but it can also bring unexpected expenses. From gifts to gatherings, spending can stack up quickly. Plan ahead and keep your budget on track with these helpful tips:
https://nyl.co/4g29Qw9
If you’d like to explore more ways to align your financial habits with your goals, let’s chat.

At New York Life, we continue to learn and create safe spaces for all, through our commitment to diversity, equity, and ...
12/10/2024

At New York Life, we continue to learn and create safe spaces for all, through our commitment to diversity, equity, and inclusion efforts.

Address

3067 W Ina Road
Tucson, AZ
85741

Telephone

+19258864941

Website

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