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Mark Singer

Your Retirement Guide

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About

My job is to help you reach your desired destination

I’m Mark Singer, Your Retirement Guide and relentless advocate for helping you pursue and enjoy the retirement that you’ve worked so hard to earn. As a CERTIFIED FINANCIAL PLANNER™ professional for 30 years, I’m eager to use my experience and knowledge to take the mystery out of retirement planning for you. I’ve developed an individualized 7-Step Retirement Planning System that helps to simplify the process and guides you toward strategies to help generate the income you need for the rest of your life. Retirement is a journey and I’m dedicated to walking it with you, hand-in-hand, every step of the way.

Mark Singer, CFP® — Your Retirement Guide

My Story

I’ve been working with individuals just like you and their families for over 30 years. As president of Safe Harbor Retirement Planning, I’ve served as a relentless retirement guide to thousands of individuals since 1986. And I believe the secret to my longevity has been asking the questions other advisors simply don’t ask; it’s what allows me to make the best decisions for each client’s unique situation and help to assure them that their dreams are in capable hands.

You can find me advocating for retirement success as a go-to financial educator in the media, a former radio talk show host, and as an author. My most recent book Don’t Outlive Your Money in Retirement! 7 Key Steps, unveiled the very step-by-step process I use with clients to help maximize their retirement journey, and has been refined over the past three decades.

I’ve been featured in the Wall Street Journal, ABC news.com, FOXNews.com, and Bloomberg radio, as well as locally (Boston) on NECN and WRKO. I’m also a multiyear recipient of Boston Magazine’s 5 Star Wealth Manager award*.

*Read Important Award Disclosure

Team

Stacy DeBartolo

Stacey DeBartolo

Director of Operations and Client Service

stacey@55retire.com
Stacey joined Safe Harbor Retirement Planning in 1997 and has served since that time as the Director of Operations and Client Service. Stacey is the primary liaison with clients. She coordinates and maintains all client accounts, responds to client inquiries, organizes and helps plan client events, follows up on outstanding issues, and gets to know every client personally. She is passionate about her commitment to clients, and this passion comes through in everything Stacey does each day. Stacey acts on the belief, “treat people the way you want to be treated, with respect, kindness, honesty, and patience.” In addition to clients, Stacey is the primary interface with the broker/dealer and custodian for Safe Harbor’s client assets. She is the central point for the organization, keeping all parties informed, up to date, and working well together. Stacey is a graduate of Emerson College in Boston, MA, and is a native of the North Shore where she still resides with her husband, son, and two dogs.

Affiliation with Commonwealth

Trophies logo
Mark Singer, CFP® is the President of Safe Harbor Retirement Planning (SHRP). SHRP is proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. Commonwealth manages total account assets of nearly $200.7 billion.(1) Just like us, Commonwealth is independently owned and managed, which means SHRP can act in the best interests of its financial advisors and their clients—not shareholders. My partnership with Commonwealth supports my commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.”(2) But it’s what that achievement means for clients—on a daily basis—that makes the difference. Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It’s that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for SHRP to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
  • Choice. Through Commonwealth, we have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
  • Service. The firm’s advisor-to-staff ratio is one of the best in the industry. This means staff members answer calls promptly, execute transactions quickly and accurately, and, in general, offer firms the same highly personalized treatment we strive to give you.
  • Technology. Commonwealth’s technology platform is a critical component in the ability to keep you on track to your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.
  • Security. Commonwealth is second to none in its commitment to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information clients entrust us with will remain secure.
Commonwealth’s commitment to service does not end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and affiliated advisors work, live, and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent, and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason we’re proud to be affiliated with Commonwealth.

1 As of 12/31/19

2Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.