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About the founder


Mark Colgan has been in the financial services industry for over two decades. As Founder of Plan Your Legacy, LLC, one of his primary goals is to assist families in creating and implementing thoughtful estate plans that ultimately empower them to leave a meaningful legacy..

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.

Mark is a recognized 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.


  •     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

Mark resides in Honeoye Falls, New York, with his wife, Kathy, and their beautiful children, Christopher and Emily.