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 * About
    * Meet Our Team
    * About The Nautilus Group®
    * Strategic Alliances
    * Our Process

 * Expertise
    * Solutions for Businesses
    * Solutions for Farmers
    * Solutions for Families
    * Life plan for your business®
    * Income Tax Strategies
    * Insurance and Annuities
    * Special Needs Planning

 * Education
    * Nautilus Blog
    * Guideposts
    * Newsletter
    * Video Library
    * Educational Opportunities

 * Contact Us
 * Client Login
    * New York Life
    * NYLIFE Securities



 * About
    * Meet Our Team
    * About The Nautilus Group®
    * Strategic Alliances
    * Our Process

 * Expertise
    * Solutions for Businesses
    * Solutions for Farmers
    * Solutions for Families
    * Life plan for your business®
    * Income Tax Strategies
    * Insurance and Annuities
    * Special Needs Planning

 * Education
    * Nautilus Blog
    * Guideposts
    * Newsletter
    * Video Library
    * Educational Opportunities

 * Contact Us
 * Client Login
    * New York Life
    * NYLIFE Securities

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LIVE A LIFE BEYOND YOUR GREATEST EXPECTATIONS

Helping You Enhance and Conserve Your Wealth for Generations to Come

Learn More

“Your doctor monitors your physical condition, your accountant tracks your
finances, and your counselor knows your heart. But you share all of that with
me.”

At the office of Mark Kline, our job is to help keep you and your family
financially secure for generations to come. We know that your financial
well-being affects many aspects of your life, which is why we get to know you as
a whole person, learning about your hopes and dreams and offering
straightforward guidance to help you achieve them. We’ll celebrate the good
times with you, and we’ll be by your side when things get tough.

Whether you own a successful business or have retired from your trade, we’ll
help you identify the financial opportunities that make the most sense for every
season of your life. Whether you need comprehensive financial solutions for your
entire estate or just one specific solution to address a gap in your plan, we’ll
help you evaluate your options strategically so you can determine exactly what
you need to accomplish your goals.

As a nationwide practice, we’re based in New Orleans and serve clients from New
York to California and many other states in between. Our clients are like
family, and we serve them with the respect, transparency, and integrity they
deserve. We love helping hardworking people make great decisions with their
wealth, and we’ve been doing it with passion for nearly 40 years.


SPECIALIZING IN

 * . Buy-Sell
   Agreements
 * . Succession
   Planning
 * . Estate
   Planning
 * . Insurance
   Needs
 * . Income Tax
   Strategies
 * . Charitable
   Planning


PROUDLY SERVING

 * .Family-Held
   Private Businesses
 * .Oil Industry
   Professionals
 * . Farmers
   and Ranchers
 * . Successful
   Families
 * . Pre-Retirees
   and Retirees
 * . Other Financial
   Professionals


OUR LOCATION

145 Allen Toussaint Blvd, Suite 310
New Orleans, LA 70124


GET IN TOUCH

504.309.5763
mbkline@ft.newyorklife.com

Mark Kline is an agent licensed to sell insurance through New York Life
Insurance Company and may be licensed with various other independent insurance
companies in the states of FL, AR (AR Insurance License #2082972), CA (CA
Insurance License #0821665), FL, LA, MS, NC, NY, PA, and TX. No insurance
business may be conducted outside of these states referenced.

Neither Mark Kline nor New York Life or its subsidiaries and affiliates provide
tax, legal or accounting advice. Please consult your own tax, legal or
accounting professional regarding your particular situation.

Disclosures | Privacy Policy | Site Map
Copyright 2023. New York Life Insurance Company. All Rights Reserved.