About Us

Romans 8:28 : And we know that all things work together for good to those who love God, to those who are the called according to His purpose.

Serving with Integrity & Care

Serving with Integrity & Care

Serving Others Financial is here for YOU. Your concerns are of utmost importance, and it is our responsibility to guide your financial journey with honesty and thoughtful consultation. Our commitment to you is demonstrated through our service-first approach, which includes offering a complimentary, comprehensive financial plan. This reflects our belief in providing value from the very beginning, ensuring that your needs are at the forefront of everything we do.

Prioritizing Your Best Interests

Prioritizing Your Best Interests

As fiduciaries, we are not swayed by the latest hot product or market trend. Instead, we focus on understanding and addressing your unique needs, crafting strategies that align with your personal goals and circumstances. Our unwavering dedication to your financial well-being means that our advice is always tailored to what is best for you, not anyone else. Join us in a partnership built on trust, empathy, and a shared commitment to achieving your financial aspirations. Here, your journey is our priority, and we are here to support you every step of the way.

A Look Into Our Process

Our process is designed to provide clarity and confidence in your financial journey. By following a structured approach, we aim to understand your unique needs and craft a plan that aligns with your goals.

Step 1:
Discovery

The journey begins with a comprehensive discovery session where we delve into your financial landscape. We take the time to listen to your aspirations, concerns, and current financial situation, setting the foundation for a tailored strategy.

Step 2:
Review & Confirmation

After gathering information, we conduct a thorough review and confirmation of your financial data. This step establishes accuracy and provides an opportunity for you to clarify any questions or additional insights you may have.

Step 3:
Developing Your Financial Plan

Based on the insights gathered, we develop a personalized financial plan. This plan outlines strategies and recommendations that are aligned with your goals, risk tolerance, and timeline, offering a roadmap for your financial future.

Step 4:
Implementation

With your approval, we move forward with implementing the agreed-upon strategies. Our team works diligently to coordinate all necessary actions, ensuring a seamless transition into this new phase of your financial plan.

Step 5:
Follow Up

We maintain open communication with you through regular follow-ups. These sessions allow us to discuss progress, address any changes in your circumstances, and make necessary adjustments to your plan.

Step 6:
Annual Review

Each year, we conduct a comprehensive review of your financial plan. This annual check-in is an opportunity to assess your progress, realign strategies if needed, and celebrate milestones achieved along the way.

Meet the Team

Mark Huhta

Mark Huhta

President / Founder

(615) 829-0417

mark@servingothersfinancial.com

As the President and Founder of Serving Others Financial, I specialize in comprehensive financial planning. I believe that all the pieces of a financial plan, such as investments, insurance, and estate planning, directly or indirectly affect each other. Without a thorough understanding of the full financial picture, I refrain from making any recommendations. With over 10 years in the financial services industry, my background includes being a former Captain in the United States Air Force, where I worked in contracts and acquisitions and served as an instructor. I have also gained experience in the staffing industry, focusing on finance, IT, and healthcare.

I am registered as an Investment Advisor Representative and hold insurance licenses in life and health. My academic journey began with a BS in Economics and Finance from Michigan Tech University, and I am proud to be a distinguished graduate of Air Force Officer Training School. Every day, I am motivated by the opportunity to serve others to the best of my ability. This involves providing education, maintaining full transparency, and using a platform that incorporates the full financial landscape. I focus on helping my clients build their wealth and legacy rather than my own.

Meeting with people and building long-term relationships through transparency and trust is something I absolutely love about my job. I have always had the desire to serve others and make a difference. I believe the greatest value I can provide for my clients is a thorough process with full transparency and honest advice, backed by statistical data.

A native of Ironwood, MI, I now reside in Franklin, TN, with my wife, Maxine, and our two calico cats, Loretta and Emmylou. Outside of work, I am actively involved with the Williamson County Chamber of Commerce and volunteering in worship bands at several churches across middle Tennessee. I am passionate about serving my community, as well as faith-based and veteran organizations. In my free time, I enjoy playing pedal steel guitar, fly fishing, and focusing on health & fitness.

 

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