Growing Together: How Partnerships Enhance Our Firm and Client Experience
Discover insights from Managing Partner, Pete Marshall, on partnership dynamics and strategies for elevating the client experience in our latest blog. Read More
Timing Your Retirement – Avoid Basing Your Decision on the Market
If the market’s up, does that mean you can retire early? Not so fast – there are a lot of factors to consider and market performance is just one of them. Here are a few things to think about when timing your retirement. ... Read More
Estate & Legacy Planning – An Essential Part of Your Financial Plan
An essential component of financial planning is preparing for the eventual transfer of assets after death. Read More
What Does MFG’s Investment Committee Do for Clients?
Whether it’s a bull, a bear, or a just plain volatile market, find out how Marshall Financial Group’s investment team works proactively to stay ahead of market trends. Read More
2023 Market Recap and 2024 Preview
Thank you for another amazing year! We saw a nice rebound in the markets this year, and a lot has happened that we’re proud to share with you, starting with our remarkable growth.... Read More
2023: A Year of Growth and Pride from Pete Marshall
Thank you for another amazing year! We saw a nice rebound in the markets this year, and a lot has happened that we’re proud to share with you, starting with our remarkable growth.... Read More
Marshall Financial Group Hires New Chief Operating Officer, Heather Seda
Meet Marshall Financial Group’s new COO, Heather Seda. Heather took time for a Q&A to talk about her experience, her plans for MFG and what life looks like outside the office.... Read More
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.... Read More
What Is Your Appetite for Risk in Life and Investing?
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.... Read More