As a business owner, I know that for my firm to develop, I have to develop as a leader. Usually, this means taking courses or attending seminars. Like a lot of people learning new things during the pandemic, I took a chance this year... Read More
All of our investment strategies at Marshall Financial Group revolve around creating a plan for clients that is aligned with their financial goals and risk tolerance. One way to reduce risk, create a long-term plan for investing, and... Read More
Although we might be in the lazy days of summer, this is not a normal year. People are traveling, booking vacations, getting married, and doing all the things they have put on hold for the last 18 months. Similarly, the economy isn't ... Read More
We are thrilled to announce that our Director of Financial Planning and Senior Financial Advisor, Sheryl Parks MSF, CFP®, CDFA® is now a partner in the Marshall Financial Group. Sheryl joined the Marshall Financial Group in... Read More
Last December, our President Pete Marshall shared ways that our business had changed in 2020. Even since that time, we’ve grown. While our mission and values have remained constant throughout the years, our firm is structured... Read More
Technology is now utilized in many areas of our personal lives and also provides many useful applications that have become integral to all businesses. At Marshall Financial Group, we are committed to the incorporation of the most... Read More
I started Marshall Financial Group primarily as a Financial Advisor, someone who clients could trust with their investments. Over the last 15 years, I’ve grown into the role of President of a full team of advisors and support... Read More
For most Americans, Social Security retirement benefits are a significant retirement asset. However, there are a number of things to consider before you start claiming your Social Security income. These choices can make a material... Read More
Retirement plans are often thought of as “set it and forget it.” You add money to your 401(k), hopefully your employer can add a matching sum, and you wait for it to grow. However, you should regularly revisit and review... Read More
