Jim McGowan Elected FPA Philadelphia President for 2020

Congratulations to Jim McGowan on being elected as the 2020 President of the Financial Planning Association Philadelphia Tri-State Area chapter. As President, Jim will oversee one of the largest and most active FPA chapters in the country.

The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner; the planner should be a CFP® certificant. The association is committed to improving and enhancing the professional lives of its members by offering a variety of services, including continuing education and networking events.

We’re excited to see all that 2020 will hold for the Philadelphia Tri-State Area FPA and Jim!

Disclosure:

Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania.   This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services.  Investing involves risk, including risk of loss.  References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index.

This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore.

For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).  Please read the disclosure statement carefully.