Beneficiary Directory

Mark H. Kaizerman, pictured at right with his father, has been providing financial advice to individuals since 1986.
He started his career as a public accountant with a regional firm in Boston, and moved into specializing in financial planning as a member of American Express Financial Advisors’ prestigious Gold Team, before founding Kaizerman & Associates in 1994.
Recognized by Worth magazine as one the best financial advisors in the country, he has developed a reputation for providing easily understood advice that improves the quality of people’s lives. Mark has served as president of the Financial Planning Association (FPA) of Massachusetts, formerly the IAFP.
Mark’s credentials include the following licenses or designations: Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner® (CFP) professional, Chartered Financial Consultant (ChFC), Certified in Long-Term Care (CLTC), and Registered Investment Advisor (RIA). He is a graduate of the University of Massachusetts, where he majored in accounting, and Babson College, where he earned his MBA.
Mark lives in the Boston area with his family: wife Michele and daughters Meghan and Alyx.

Dec. 2004

Beneficiary Directory Dramatically Improves Client Fact-Finding Process, Creates Rewarding Long Term Relationships, and Preserves Continuity of Assets.

Step by Step: A Few Key Moves Can Get Finances On Track, Gail Marks Jarvis, Chicago Tribune, January 14, 2007

Estate Planning: Getting Organized, by Jeff Bogue, MaineToday.com, July 14, 2006

Estate Planning Crucial, Oakland Tribune, February 2, 2006

Postmortem Paperwork, Advising Boomer Magazine, December, 2005

Know the four critical questions to ask when preparing your estate planning, Lincoln NC Times-News, November 7, 2005

The Woeful Inadequacies of Traditional Estate Planning, Guthrie Center Times, Iowa, October 19, 2005

Money Smart – Help Your Survivors by Sharon Epperson, USA Weekend Magazine, September 16-18, 2005

Leaving a Legacy by Maria Swift and Holly Gillan-Kindel, CFP, Research:Xtra, September 9, 2005

Organize Your Finance by Alan Lavine and Gail Liberman, My Financial Advisor, September, 2005

Serve the Client, and Later the Beneficiaries
By: Warren S. Hersh, National Underwriter Life & Health Magazine, July 18, 2005

Playing the Real “Survivor” Game
By: Chuck Jaffe, Tulsa World, July 4, 2005

Talk about Survivor Plans
By: Chuck Jaffe, MarketWatch, June 29, 2005

Don't Give Loved Ones More Pain, by Humberto Cruz, South Florida Sun-Sentinel, April 3, 2005

Book Review – Beneficiary Directory by Gary W. Silverman, CFP®, Journal of Financial Planning, March 15, 2005

How to Be the Go-To Guy by David R. Evanson, Financial-Planning.com, March 3, 2005

Helping Beneficiaries Cope Can Be Complicated
by Jeff Schlegel, Financial Advisor Magazine, March, 2005

A Guide for Clients. A new book-workbook combination helps clients compile and organize important end-of-life information, by Lucretia DiSanto Jones, Advisor Today Magazine, February, 2005

A will is only one way to put your affairs in order, by Gail MarksJarvis, St. Paul Pioneer Press, January 31, 2005

Long Term Care Planning Must Include
More Than LTC Insurance Discussions,
by Mark H. Kaizerman, National Underwriter Life & Health Magazine, January 31, 2005

Bookshelf - Book Review of Beneficiary Directory, by Jennifer A. Liptow, Financial Planning Magazine, January, 2005

The Impending Beneficiary Crisis, by Robert J. Powell III, CBS MarketWatch Retirement Weekly, December 17, 2004

A Beneficiary’s Best Friend, by Bob Veres, Inside Information, November/December 2004