A retirement plan solution that offers personalized services to support the wellbeing of you, your business, and your employees.
If you’re a business owner or human resources professional, ensuring that your retirement plan is meeting its full potential for both your business and your employees is crucial. For initial advice, it’s possible you looked towards your payroll company or bank for retirement plan options. However, as your business grows, you may be reevaluating your goals. Navigating the complexities of plan management can feel overwhelming and time consuming, especially if you’re considering a new plan provider.
That’s where we come in. At Marshall Financial, we aim to assist you in optimizing your retirement plan and help ensure that they deliver maximum benefits to employees while also aligning with company goals. With our team’s professional experience and tailored solutions, we help take the burden off your shoulders while providing comprehensive planning and tax effective strategies.
More than half* of small business owners believe that their business is too small to qualify for a 401(k) plan. The truth is, businesses of any size can offer a 401(k) plan – even if you’re self-employed. And the advantages of opening a plan extend beyond just the plan participants. Business owners can also expect to benefit.
As a Senior Wealth Advisor with 30 years of experience, I understand how unsettling market volatility can feel – especially for those who rely on their investments for retirement income or future goals. Lately there’s been no shortage of headlines about uncertainty and it’s easy to get caught up in...
Social Security has been a vital part of retirement planning for nearly a century, but if you’re looking ahead, especially as a parent or grandparent, you may be wondering: “What happens if Social Security isn’t there for my kids or grandkids?” If you have the financial resources, you’re in a...
When markets drop, most investors feel the urge to retreat. But for those who plan ahead, a downturn can create one of the best opportunities in retirement planning: the Roth conversion. Let’s walk through a real-world example of how timing a Roth conversion during a market dip can dramatically increase...
No matter what “retirement” looks like for you, we’ll be there to help support your goals in life. Marshall Financial Group is here to support you.
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