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About Mark

A thoughtful, education-first approach to retirement planning.

Growing up on a Midwest farm, Mark Hupe learned the value of honesty, integrity, and relationships built on respect. With more than thirty years of experience, he has helped physicians and doctors make informed retirement decisions — simplifying complex financial decisions, coordinating with your existing CPA and attorney, and moving at your pace.

Mark Hupe
Founder, Main Stream Financial
Licensed Insurance Agent
Mark Hupe, founder of Main Stream Financial
The Approach

Analysis first, so decisions are made with a clear view.

A structured planning process

Planning follows a defined sequence rather than a product-first conversation.

Education before recommendations

Understanding the questions comes first; recommendations, if any, come later.

Clear assumptions, risks, and trade-offs

Every assumption behind a projection is explained in plain terms.

Coordination with your professionals

Work is coordinated with your existing tax, legal, and accounting professionals.

Respect for your expertise and pace

Physicians decide on their own timeline, with the analysis available to support it.

Credentials

Mark Hupe

Founder, Main Stream Financial
Licensed Insurance Agent

Working With Physicians

How the work unfolds.

01

Nine to Know

Nine questions identify what matters most and where uncertainty remains.

02

Retirement Analyzer

Your current structure, income needs, risks, and assumptions are tested.

03

Conversation with Mark

Mark interprets the results and the possible decisions that could follow.

“I would recommend to anyone seeking sound retirement financial planning advice to work with Mark Hupe. Mark and I have been working together since I moved to Colorado 26 years ago. I was many years from my planned retirement age at that time, and Mark had the foresight and expertise to set up a plan that has served me well since my retirement over 2 years ago.

Mark has always treated me more as a friend than a client, being both forthcoming when I needed him to be as well as compassionate in time of stress. We have weathered two significant financial crises in our time working together and I have faired better than most during those times.

Mark’s style very much suited my needs. When things were going well, he would reach out occasionally to make sure we were still on the same page. However, when circumstances changed or new opportunities arose, he was quick to reach out and put these situations into perspective and offer me options to best move forward.

I have benefited greatly from Mark’s expertise in navigating the complex nature of retirement finances and the tax burdens therein. I am eternally grateful for the relationship that we have and would recommend anyone with concerns about their retirement income work with Mark.”
Dr. Pete

Client testimonials reflect individual experiences and are not a guarantee of similar results.

Start with a clearer picture of your retirement readiness.

Begin the Nine to Know Assessment

Secure assessment powered by Retirement Analyzer.

Approximately 10 minutes. No obligation. Responses reviewed privately.

After you complete the assessment, you can review your results and choose whether to contact Mark for a conversation.

The assessment is educational and provided without obligation. If you choose to continue, recommendations may include insurance or annuity products.

Prefer to speak first? Email Mark to schedule a conversation.