ABOUT US
Plan Your Legacy, LLC was established in 2003 shortly after founder Mark Colgan lost his late wife Joanne. It was this personal tragedy, combined with over a decade of financial planning experience that led him to create Plan Your Legacy.
The company’s mission is to help individuals leave an enduring imprint on the world and provide their loved ones with clarity and inspiration. To this end, Plan Your Legacy has developed a comprehensive suite of tools to help individuals plan a more meaningful legacy.
About The Founder
Mark Colgan, CFP®
Chief Legacy Planning Officer
Mark Colgan has been in the financial services industry for nearly 20 years. As chief legacy planning officer of Colgan Capital LLC, one of his primary goals is to assist philanthropic families in planning holistically to enjoy financial security and leave a meaningful mark on the world. It’s this approach, combined with his nationally acclaimed expertise that makes Mark uniquely qualified to help you.
Mark earned his BS in Finance from the Rochester Institute of Technology, became a registered representative in 1993, and earned his CERTIFIED FINANCIAL PLANNER™ certification in 1998. In 2011, he joined Commonwealth Financial Network®, the largest, privately held independent broker/dealer in the nation, to take advantage of all the services and resources they offer.
In addition to working with his clients to help them enjoy financial success and leave a meaningful legacy, Mark is a sought-after national speaker and expert on legacy planning. This specialty was born after he authored The Survivor Assistance Handbook: A Guide for Financial Transition, which he was inspired to write after his first wife passed away unexpectedly at the young age of 28. His articles have appeared in U.S. News and World Report, The Journal of Financial Planning, American Association of Individual Investors, and Money Adviser, a Consumer Reports publication. He has also been cited by Fox News, CBS MarketWatch, Oprah and Friends, Morningstar.com, and other mainstream media.
Credentials:
- CFP® practitioner
- FINRA Series 7 registration (General Securities Representative)
- FINRA Series 63 registration (Uniform Securities Agent State Law)
- FINRA Series 65 registration (Uniform Investment Adviser Law)
- Life and health insurance licenses
- Registered Representative and Investment Adviser Representative of Commonwealth Financial Network
Mark resides in Honeoye Falls, New York, with his wife, Kathy, and their beautiful children, Christopher and Emily. Learn more about his unique financial planning services.