Does the idea of slowing down sound pretty good about now? Much like there is no one way to spend retirement, there is no one way for making it reality. Let us help you get ready for the next stage of your life.
As your needs change, your financial plans must adjust accordingly. We help ensure that your assets are properly allocated for retirement yet safeguard funds to support aging family members, set up safety nets for children and plan estates. Enjoy the peace of mind that you are on track for you to fulfill your vision of your happiest, healthiest and most productive life.
Marshall provides total wealth management that includes everything from financial planning to advice on questions like:
How can I avoid paying so many taxes?
I was offered a severance/retirement package, how do I evaluate it?
How do I best use my investment portfolio for income?
What should I consider about a vacation home and can I afford it?
How can I make sure my mom and dad are getting the care they need?
What should I do with my inheritance?
What is the best way to share my money with my family?
What should I consider about buying or selling a home?
While we wish we could take care of all your needs, we know that it takes a village of professionals to meet the demands of our clients. But never fear, we are here to introduce you to the resources you need. Our network of vetted professionals – bankers, estate attorneys, insurance agents, elder care professionals, small business brokers and more – can be called upon to help and we’ll continue to be right there with you through it all.
Just because you decide to slow down doesn’t mean you have to stop! As their first career winds down, many of our clients simply change focus. We have helped countless people rethink retirement and find ways to fulfill their entrepreneurial aspirations, spend time on philanthropic projects and even return to school or take on new and exciting adventures.
Ensure Your Financial Stability Today
No matter what your “retirement” looks like, we can ensure the financial plan you have in place will help you get there so you can focus on enjoying your best life and worry less about how you will pay for it.