Disciplined Plans for
Greater Financial Freedom
Develop a holistic financial plan that reflects your unique circumstances and aspirations.
Plans Designed to Simplify and
Protect Your Wealth
Financial Clarity
Our team aims to unify your finances to avoid confusion and provide a clear picture of your financial life and opportunities.
Holistic Planning
Our advisors help coordinate your wealth management, estate strategy, retirement planning, and insurance into one clear roadmap.
Transparent Guidance
As fiduciary advisors, our role is to serve as trusted partners in your financial journey. Every strategy we recommend is guided by what’s best for you.
How Can a Financial Plan Help You?
Life moves fast, and it’s easy to make financial decisions based on impulse, rather than intentionality.
A carefully designed financial plan can help you approach those decisions more thoughtfully. A few common goals include:
- Reducing the complexity and stress associated with finances, such as tax preparation or legacy planning
- Preparing for complex financial transitions, such as divorce, retirement, or selling your business
- Identifying potential opportunities that may help you keep more of what you earn or optimize your investments
Are You Prepared for a Secure Future?
Learn whether you’re on track for the financial future you want—in under 5 minutes.
Comprehensive Financial Planning in 3 Clear Steps
1
Discovery Process
Every relationship begins with an in-depth meeting to explore your financial needs, personal values, and life aspirations.
The discovery process helps us:
- Understand your existing financial situation and investment experience
- Identify or help you determine your financial goals
- Establish your timeframes and risk tolerances
2
Personalized Planning
Our team works closely with you to develop a holistic personal plan that reflects your values and financial goals.
The planning process aims to:
- Integrate all aspects of your financial life—from investments to college planning
- Locate strategies that might help you reduce your tax burden
- Give you confidence and clarity in your finances
3
Ongoing Support
Your advisor offers high availability and responsiveness, along with regular update meetings.
These meetings help us to:
- Adjust your plan to reflect changing personal circumstances or market dynamics
- Explain unfamiliar financial concepts and products
- Give you the opportunity to ask questions and offer transparent answers
WHAT OUR CLIENTS SAY
I have been a client for a number of years and have watched my portfolio grow over those years. The advisors are professional, knowledgeable and personable. Marshall Financial Group feels like family. I am pleased with their management of my funds and highly recommend them.
I have had the privilege of being with the Marshall Financial Group for over 20 years. Throughout this time, they have consistently demonstrated exceptional professionalism characterized by their qualifications, knowledge, trustworthiness, transparency, and responsiveness. These qualities exemplify their commitment to excellence in service.
I had a good conversation with Andrew. He answered my questions and gave me good advice on a long-term insurance matter. It was clear that he had “done his homework” with the material I sent him and he had developed a plan for me for this year and into the future.