Plan a retirement that matches your dreams.
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:
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.
Marshall Financial offers services that are vital to a sound retirement plan.
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.
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.
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:
Disclaimer: Our Early Retirement Planning Guide is offered for informational purposes only.
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.