Financial planning
One plan that connects your savings, investments, taxes, insurance and goals — and changes as your life does.
League City · Clear Lake
Steady counsel for the life you’re building.
Retirement, investing and life’s big decisions, planned with one League City advisor who knows you by name.
A bridge from where you are to where you want to be.
Good planning isn’t about chasing the next big thing. It’s the steady work done well — saving with intent, spending with confidence, protecting the people you love, and staying the course when the headlines get loud.
About the practice
One advisor, who knows your name.
CloudBridge is Mark Hetzer’s own practice, based on South Shore Boulevard in League City. When you call, you reach him — not a rotating service team.
Mark holds the Wealth Management Certified Professional® (WMCP®) designation and works with households across the Clear Lake area on the decisions that shape a financial life: retirement, investments, family and legacy.
Mark A. Hetzer, WMCP®Founder · Financial Advisor
About Mark
What we do
Everything in one plan.
Your investments, your retirement and your family’s future are connected. We plan them together, in plain language.
Retirement income
A clear plan for replacing the paycheck: when to retire, where the income comes from, and in what order.
Investment management
Portfolios built around your plan and your comfort with risk, reviewed with you on a regular rhythm.
Estate & legacy
Beneficiaries, gifting and the hand-off to the next generation, coordinated with your attorney and CPA.
Who we serve
Clear Lake families, at every stage.
Growing families
Saving for the house, the kids and the future at the same time — with a plan that keeps it all in balance.
Pre-retirees & retirees
The last years of work and the first years of retirement, planned so the income lasts as long as you do.
Business owners
The business and the household planned together, from today’s cash flow to the eventual transition.
Our process
A simple way to begin.
- 01
Discover
We start with your whole picture — your goals, your family and what the money is really for.
- 02
Plan
A plan built for your life, coordinated across investments, retirement, tax and estate.
- 03
Implement
We put the plan to work and handle the moving parts, so nothing falls through the cracks.
- 04
Review
We meet regularly and adjust as markets move and life changes.
Questions
Good questions to ask any advisor.
What happens at the first meeting?
A conversation, not a sales pitch. We talk about where you are, where you want to go and whether we’re a good fit. There’s no cost and no obligation.
How are you paid?
Depending on the services you choose, through advisory fees, commissions or both. We’ll walk you through exactly how it works, in writing, before you decide anything.
Do I need a certain amount to get started?
Let’s talk first. We’ll tell you honestly whether we’re the right fit for where you are today.
Where are you located?
Our office is at 2600 South Shore Boulevard in League City, and we’re glad to meet by phone or video too.
Who holds my money?
Your accounts are held at LPL Financial, in your name. You’ll get statements directly and can see your accounts online any time.
Let’s talk about what’s next.
A first conversation costs nothing and commits you to nothing. Call, write or stop by on South Shore Boulevard.
Start a conversation