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What can you expect from Marshall Wealth Management?

A special level of trust and accountability allows clients and advisors to work together successfully. At Marshall Wealth Management, we work hard to earn and maintain your trust and accountability so that you are confident in our advisor’s recommendations, suggestions, and guidance.

Marshall Wealth Management is a group of experienced financial professionals. Our firm was an early adopter of the financial planning movement and is a provider of diverse financial services. Marshall Wealth Management was created to organize our advisors’ capabilities and experience in such a way that every client receives customized, comprehensive financial services in every facet applicable.

Wealth Management

Wealth Management

Wealth Management is an investment advisory discipline that incorporates financial planning and specialist financial services.

Estate Planning

Estate Planning

Estate planning is the process of accumulating and disposing of ones accumulated estate to help maximize the goals of the estate owner.

CPA

CPA

Accounting, tax, and consulting services are tailored to meet the individual needs of each client. Our CPAs’ goal is to help their clients understand complex accounting and tax issues, help both maximize cash flow, and minimize their tax liabilities.

Download a copy of our Organizer Kit

When a loved one passes, it is not the easiest time to try to get organized.

Preparation is key, which is why for years we have encouraged our own families, friends and clients to use our Organizer Kit.

Wealth Management

Our Process

Effective consulting requires a commitment of time and talent combined with a candid exchange of information and opinion. It requires trust. We believe trust is earned, not given. Therefore, we follow a process that allows our clients to measure our capabilities and judge our performance before they engage our services.

Our advisors feel the first and most important aspect of your plan is the initial assessment of your current financial situation. The assessment meeting is the time to transfer open thoughts, opinions, experiences, and ideas. We love to listen. Each client has their own specific needs, preferences, and concerns that require a financial plan, unique in design.

Our advisors’ engage in a process that gathers information about assets, liabilities, investments, taxation, insurance, education and other pertinent data… Along with goals, objectives, fears, hopes, and dreams.

The engagement includes:

  • Situation analysis
  • Statement of client’s objectives
  • Strategic issues and opportunities
  • Recommended scope of work and approach
  • Our fee

In formulating appropriate means of helping to achieve the client’s objectives, Marshall Wealth Management works with our client’s existing advisors including attorneys and CPA’s to communicate pertinent information and continuity to the planning effort. Our advisors use financial modeling to develop and evaluate case design alternatives. They meet with the client regularly to discuss alternatives, explain options and refine our understanding of priorities.

Marshall Wealth Management does more than give advice. Our advisors make sure the client’s decisions are implemented. We work as a “quarterback” with all parties to coordinate implementation. This might include work with any combination of professionals, such as accountants, lawyers, securities brokerage firms, insurance companies, and banks.

Seeing to the implementation of decisions has been cited by clients as one of the most helpful and timesaving aspects of our services.

Marshall Wealth Management provides clients with quarterly performance reports, annual meetings and 24/7 access to your account information. The communication between advisor and client is a 2-way street. We highly encourage our clients to reach out to advisors for guidance and advice when needed. We are your wealth management resource.

Investment &
Insurance Products

  • 401(k), 403(b) & 457(b) rollovers consultations
  • IRA, Roth IRA, SEP IRA & Simple IRA’s
  • Mutual funds, stocks, bonds, index funds
  • 529 Education funds
  • Long-term care insurance
  • Life insurance
  • Disability insurance
  • Annuities
Wealth Management