Retirement Planning for Your Happiest, Healthiest Future

Plan a retirement that matches your dreams.

Does the thought of retirement look like one big question mark?

We all want to enjoy a happy, healthy life in retirement. But exactly what does that mean—and what does it take to get there?

Whether your retirement is still decades away or fast approaching, you’re sure to have questions that can make the whole idea feel a bit overwhelming.

You might also have questions about the retirement planning process itself:

  • What does retirement planning involve?
  • How do I know if I need retirement planning help?
  • How can a professional advisor help me achieve my retirement goals?
  • Is it already too late to get started?

Turn to the Wealth Advisors at Marshall Financial

The CERTIFIED FINANCIAL PLANNER™ professionals at Marshall Financial can answer all those questions and more, taking the guesswork out of retirement planning and giving you confidence and peace of mind. Our customized retirement plans enable you to live your happiest, healthiest, and most gratifying life in retirement.

Our approach makes all the difference: We simplify the complex, streamline the process, and develop a personalized roadmap to get you to your destination, whatever that may be.

  • We get to know your goals. What does your ideal retirement look like? We dig deep to understand how you’d like to spend your time and money once you’re no longer working. Knowing your vision is the first step to turning it into reality.
  • We assess your current situation. What assets do you have, how are they invested, and how are they performing? By evaluating your investment portfolio, we can identify opportunities to improve your returns, reduce your risk, and achieve your goals.
  • We develop a customized retirement plan. What will it take to achieve the life you envision in retirement? We lay out a personalized plan of action to make your unique retirement goals possible.
  • We cover all the bases. Do you have a well-conceived will, living trusts for you and your partner, and both a durable power of attorney and healthcare power of attorney? They’re all essential to a sound retirement—and our partners can help put them in place.

3 ways we help you reach your retirement goals

Marshall Financial offers services that are vital to a sound retirement plan.

Customized Investment Management & Planning

Once you envision what you want your retirement to look like, you need a well-thought-out plan to turn it into reality. Marshall Financial develops a personalized investment plan based on where you are today and where you want to be tomorrow. And because the best plan is a living document, we fine-tune your approach as your situation changes or your goals evolve.

Asset Management & Planning

Your personalized investment plan lays out a retirement roadmap and strategy; asset management is the “how” of that strategy, focused on investing and managing assets like stocks, bonds, mutual funds, and commodities. Marshall Financial develops and executes an asset management plan designed to get you to your retirement destination.

Estate Planning

After spending a lifetime accumulating wealth, you want to be sure your assets pass to your heirs the way you intend. That’s why you need an estate plan. Through comprehensive estate planning, Marshall Financial and our partners outline how your assets will be managed and distributed after your death in a way that minimizes taxes and avoids legal issues and delays.

No matter what your stage of life, our Retirement Guide will show you how to make the most of your money and ensure your later years are secure and rewarding.

Our Early Retirement Planning Guide includes:

  • Tips for how to make the most of your money—both now and in the future
  • Our retirement needs checklist
  • The golden rule for investing and target interest rates
  • Overview of different types of retirement plans
  • Decade-specific advice for planning from your 30’s to 60’s and beyond

Disclaimer: Our Early Retirement Planning Guide is offered for informational purposes only.

Tap into our retirement planning insights

A 401k can be a very effective vehicle for building your wealth for retirement. But investing in a 401k isn’t as straightforward as you might think. In addition to the many investment options available to you, there is another critical decision you’ll need to make: Should you invest in a Roth 401k or a traditional 401k?

When financial advisors ask their clients what they wish they knew about retirement when they were in their 30’s, they hear answers like the following. If you’re in your 30s and dreaming of a secure future, there’s a lot to gain from these lessons learned.  

When you choose a career path or apply for a job, you might not think about how those choices will impact your retirement. However, your income potential is one of the greatest determinant of your financial well-being—including your ability to fund your happiest, healthiest, most productive life in retirement.

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.