Resources to Help You Succeed
We believe innovative resources help you succeed. At MFG, we strive to be a forward-looking firm that is open to innovative ideas, efficient processes, supportive resources, and technology that can help our clients.
My Financial Genius App helps our clients manage their financial life, from any device. This app is a software program for clients that provides a user-friendly way for them to track investments and accounts. If you are not already enrolled, please email firstname.lastname@example.org and you will receive your account activation details and a user guide within 48 hours.
MFG offers financial seminars and events geared towards individuals dealing with significant changes in their life and financial circumstances.
Our Empowering Women Through Transition initiative offers a variety of events where women can come together and connect with others who share their experience dealing with transitions such as a divorce, the death of a spouse, or relocation.
Read MoreInformed women make better financial decisions. Empowering Women Through Transition (EWTT) is an initiative of the Marshall Financial Group designed specifically for women undergoing a financial transition in their lives. Developed by financial advisor Sheryl Parks, these workshops, programs, and meet-ups offer women an opportunity to learn from experts and connect with other women in similar situations. As a CFP® and Senior Financial Advisor, Sheryl provides key insight and planning advice to clients experiencing a life transition. She developed EWTT to help women deal with some of the most common and emotionally challenging transitions such as divorce, the death of a spouse, moving or downsizing, becoming an empty-nester. EWTT helps women through various financial and legal issues that come with life’s challenging moments.
INTERESTED IN OUR UPCOMING EVENTS AND SEMINARS?
Our Second Saturday workshops are specifically designed to help people going through divorce by providing guidance for the many emotionally-charged financial, and legal decisions they need to make. Empowering Women Through Transition and Second Saturday both grew out of the expertise of our CFP® and Senior Financial Advisor, Sheryl Parks.
Read MoreOne of the initiatives within Empowering Women is the Second Saturday Divorce Workshop. Building on a nationwide program established in 1989, these workshops are designed to help women take the next step, no matter where they are in the process of untying the knot. Women in all stages of the divorce process – from those considering a separation to those overwhelmed by the process – will be able to learn about resources, hear from experienced professionals, and meet others experiencing similar life changes. Led by our Certified Divorce Financial Analyst®, Sheryl Parks, this workshop offers unbiased financial, emotional and legal education from qualified local professionals. Women have access to the knowledge, support, resources, and trust they need to survive the divorce process and move forward with confidence toward a new life. Second Saturdays are currently offered as free 90-minute online seminars.
LEARN MORE ABOUT OUR UPCOMING EVENTS.
We believe in cultivating a relationship with our clients. Together, we can determine the best way forward, understanding thatvthe most important factor in working with financial and investment professionals is trust. As such, we work every day to earn yours and provide you with exemplary care and support that go beyond financial planning and investment strategies. At Marshall Financial Group, we provide ‘behind the scenes’ services to help our clients achieve their financial goals and the life they deserve. These services include but are not limited to:
- Cash flow planning
- Coordination with other professionals (i.e. Attorneys, CPAs, etc.)
- Education planning
- Goal setting and monitoring
- Insurance reviews
- Investment management
- Major purchase assistance
- Mortgage review and assistance
- Net worth review
- Philanthropic planning
- Portfolio analysis
- Retirement analysis
- Tax planning
- Tax minimizing strategies
DON'T NAVIGATE THE FINANCIAL WORLD ALONE.
Contact Marshall Financial Group for professional guidance.