How we help
Confident Financial Decisions Made Simple
Our team uses a four-step process to give you clarity, confidence, and control over your financial life. From advanced tax strategies to our proprietary investment models, we help you understand what’s available to you—and select the options that will help reach your unique goals.
1
Discovery Phase
We explore your aspirations, values, and lifestyle needs to identify your long-term and short-term financial goals and how you can achieve them.
2
Strategy and Planning
3
Plan Implementation
4
Ongoing Support
Wealth Management
Services
Comprehensive Financial Planning
Investment Management
Retirement Planning & Income Strategy
Identify your retirement goals and build a financial plan to help fund the lifestyle and legacy you envision.
Ongoing Client Relationship & Support
Gain the clarity and confidence you deserve through trusting relationships—built around a dedicated client support team.
Are You Prepared for a Secure Future?
Learn whether you’re on track for the financial future you want—in under 5 minutes.
Our Values
Ownership & Excellence
Positive Collaboration
Purposeful Progress
We stay organized, think ahead, improve continuously, and grow wisely—balancing opportunity with discipline to create clarity and long-term impact.
WHAT OUR CLIENTS SAY
FAQs
What is financial planning?
Financial planning is the process of organizing your money to help achieve your life goals. Rather than managing your finances “ad hoc”, a financial plan helps you make more conscious and informed decisions about saving, investing, insurance, taxes, and more.
Why do I need financial planning?
Morgan Stanley recently found that 97% of survey respondents recognize the importance of financial planning. However, individuals often have very different goals and motivations when approaching financial planning—which is why they may find it useful to speak directly with a financial advisor to evaluate their needs.
A few common reasons people might feel they need a financial plan include:
- Their finances have become more complex, and they are struggling to manage them.
- They have a specific financial goal, such as a comfortable retirement or selling their business
- They have experienced a life event—such as divorce or the death of a family member—that meaningfully changes their financial situation
- They simply recognize the benefit of more intentional financial habits and would like professional guidance to understand their financial situation, tax obligations, and investment opportunities
How should I choose a financial advisor for intergenerational wealth planning?
Choosing a financial advisor is always highly personal; we recommend speaking with a prospective advisor directly to assess whether you feel a connection or an instinctive sense of trust.
However, if your specific goal is to manage intergenerational wealth, it may help to look for an advisor who:
- Offer related services, such as estate or family planning
- Understand your family values and are willing to learn about your specific family dynamics
- Have experience helping families manage intergenerational wealth
What are the steps involved in the financial planning process?
At Marshall Financial Group, our financial planning services follow three basic steps:
- Discovery: The process begins with understanding your current financial situation and defining clear goals. Your advisor gathers information about income, expenses, assets, liabilities, and risk tolerance. Together, you identify what matters most—whether that’s retirement security, education funding, or legacy planning.
- Financial Planning: Your advisor evaluates your financial situation and goals—then creates tailored recommendations designed to help you achieve your aims. After presenting options and answering questions, you decide which strategies to implement.
- Monitoring: Our advisors provide ongoing support to help you navigate changing needs and shifts in either your personal financial affairs or external conditions. Markets change, life circumstances evolve, and goals shift over time. But ongoing reviews help your plan remain aligned with your needs.
Why is life insurance a crucial part of financial planning?
Life insurance is designed to protect your family’s financial future if you die unexpectedly. It can help replace lost income, pay off debts, or simply give your loved ones support during a painful and potentially financially challenging period.
Financial plans often include considerations like life insurance, along with other important insurance products such as health plans and home insurance. By allocating funds to these products, you may find it easier to manage the ongoing costs of insurance.
What individual designations do your advisors maintain, and how does this help me?
- CFP® – Certified Financial Planner
A CFP® professional delivers holistic financial planning, integrating investments, retirement, tax strategies, insurance, and estate considerations. This designation represents rigorous training and a commitment to acting in clients’ best interests. - CEPA® – Certified Exit Planning Advisor
A CEPA® helps business owners prepare for and execute successful transitions out of their businesses. This expertise ensures exit strategies are aligned with long-term personal, financial, and legacy goals. - AIF® – Accredited Investment Fiduciary
An AIF® designation reflects a disciplined, fiduciary approach to investment oversight and decision-making. It demonstrates a commitment to prudent processes, transparency, and putting clients’ interests first. - CDFA® – Certified Divorce Financial Analyst
A CDFA® provides specialized financial guidance during divorce, helping clients understand the short- and long-term impact of key financial decisions. This analysis supports informed choices around assets, income, and future planning. - CIMA® – Certified Investment Management Agreement
A CIMA® professional brings advanced expertise in investment management and portfolio design. This designation signals deep knowledge of asset allocation, risk management, and performance evaluation. - FPQP – Financial Paraplanner Qualified Professional
An FPQP supports the financial planning process through detailed analysis, plan preparation, and client service coordination. This role helps ensure accuracy, efficiency, and a seamless client experience. - MBA/ MSF – Master of Business Administration/ Master of Science in Finance
An MBA or MSF represents advanced education in finance, business strategy, and decision-making. These degrees enhance our ability to deliver sophisticated financial insight and guidance.
Our advisory team collaborates closely across disciplines to deliver integrated, thoughtful guidance for every client. By combining diverse credentials and areas of expertise, we ensure each financial strategy is well-coordinated, comprehensive, and tailored to your unique goals. This collaborative approach allows us to anticipate challenges, uncover opportunities, and provide clarity at every stage of your financial journey.
What is holistic financial planning?
Holistic financial planning means approaching your finances as a unified whole—not a series of discrete domains. Some plans focus on specific targeted areas, such as tax or investment strategies; a holistic plan integrates all of these factors into a single plan designed to reflect your goals, lifestyle, values, and changing life circumstances.
