About Us
Marshall Financial Group was founded on the guiding principle of developing personal relationships with our clients and a team culture based on honesty, kindness, and integrity. Working together, we strive to help identify and pursue your personal and financial goals as well as help to create and maintain a meaningful, fulfilling life balance for both our clients and our team.
What We Do
Through planning, sound investment strategy, and close personal relationships, we help clients work towards their financial goals with confidence. Come rain or shine – together, we’ll encourage your investments to grow for years to come.
Grow.
Nurture.
Cultivate.
Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow. Growing and maintaining our clients’ financial assets is at the root of everything we do.
With our full portfolio of financial planning and investment strategies, we don’t just help you plant the seeds, we nurture the process. Our team offers exceptional, thorough, unbiased advice – working towards your financial goals and cultivating a relationship based on trust, mutual respect, and genuine care.
Your Goals. Our Strategies.
If you are a financial advisor considering your own succession or retirement plan, we can help. Whether you are looking to retire quickly or create a long-term partnership with a firm, we have a proven track record of helping both you and your clients through this type of financial transition.
Top 15 Confusing Financial Planning Terms Defined
The financial industry loves to throw around technical jargon that can make financial planning seem much more complicated than it needs to be. Here are easy-to-understand definitions for some of the most common and confusing terms.
Are you attracted to risk or repelled by it? How does your attitude impact your ability to achieve your financial goals? Find out more about risk tolerance and the integral role “risk” plays in creating a financial plan.
