Roughly 90% of business owners’ wealth is locked up in their company, and finally unlocking that wealth through a sale can be a shock. Rather than “working toward” financial freedom, you are planning carefully to preserve it. For many entrepreneurs, the post-exit period is the first time in decades you’ve been free to decide: How ...... Read More
Wealth management is often portrayed as an elusive or elite club; it can be hard to know how it actually relates to your life. From what services an advisor can offer to the best ways to find and evaluate prospective partners, many people feel overwhelmed by the prospect of choosing a wealth management firm. This ...... Read More
Working with a financial advisor is surprisingly intimate. You’re sharing your fears, aspirations, and deeply personal information with this person—everything from your salary to your secret anxieties about retirement. However, this raises a problem: with over 200,000 advisors active in the U.S. and numerous channels to find them, how can you find a wealth manager ...... Read More
Many people believe that significant wealth will cure their financial worries. However, the reality is that most high-net-worth individuals (HNWIs) still face considerable complexity—from preserving their wealth to passing it on to future generations. This article explores key strategies HNWIs can use to manage and grow their wealth. But first, let’s establish exactly why financial ...... Read More
From a guest bedroom in 2005 to a thriving firm serving clients across the country, Marshall Financial Group is celebrating 20 years of growth, gratitude, and purpose. Founder Pete Marshall reflects on the milestones, partnerships, and “God-moments” that shaped MFG’s journey — and what’s next for the firm’s future.... Read More
Inheriting an IRA is both emotional and complex. Recent rule changes under the SECURE Acts have made it even more important to understand your options. Our latest blog, by Tyler Kang, explains what beneficiaries need to know — from tax implications to distribution rules — and how to make informed decisions that honor your loved one’s legacy.... Read More
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