The Pillars of Financial Wellness

 

At Marshall Financial we realize that every client and business we work with has unique needs, goals, and objectives. That is why we deliver customized solutions to address the specific nature of each of our clients’ scenarios.

 

Advantages of Financial Planning

Setting and Achieving Your Goals

Prepare for Emergencies

Attain Financial Mental Peace

Improve Your Financial Outcomes

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Investment Analysis

Marshall Financial not only lays out a map for success but also takes the next step to deliver the investment strategies and allocation suggestions necessary to deliver that promise. Through our investment platform, we offer access to the best and the brightest portfolio managers as well as customized, proprietary solutions. Through our innovative research and analysis and our leveraged relationships, we are able to offer clients institutional grade solutions in traditional and alternative investment classes.


Retirement Analysis

Through Marshall Financial’s dynamic and holistic approach, we can offer consistency and confidence to our clients through every stage of retirement planning. In the first stage (the accumulation or contribution phase), we offer asset allocation and tax strategies to assure that our clients reach their retirement goals. In the second stage (the distribution or income phase), we offer budgetary and income strategies to track and adapt retirement income solutions, ensuring that our clients will not only make it to retirement, but through retirement as well. We specialize in the following retirement plans:

  • 403(b) 
  • 401K
  • IRA
  • SEP IRA
  • Roth IRA/ Roth Conversions
  • Defined Contribution Plans
  • Deferred Compensation Plans
  • Social Security Maximization 
  • Key-Person Insurance

Tax Diversification Analysis

In today’s ever-changing tax environment, proper planning for tax exposure is essential in protecting our clients’ hard-earned assets. Marshall Financial offers advanced analysis and planning solutions to diversify and limit our clients’ tax liabilities while maintaining compliance within the complex regulatory environment. Our clients also enjoy access to advanced tax software that helps identify strategies to maximize their deductions and/or limit the future taxation of their assets.


Long-Term Care Analysis

Estate/Legacy Planning Analysis

At Marshall Financial we understand that with the blessing of success comes the curse and complexity of protecting that blessing. Our firm works to help conserve the wealth and success of our clients by offering specific estate preservation strategies to ensure that they accomplish their goals regardless of predictable or unforeseen circumstances. Jennifer Daniel, a local Redlands Attorney, works closely with our firm to provide her expertise in Trusts, Living Wills, and Power of Attorney (POA). 

Law office of Jennifer Daniel

909-792-9244

Business Analysis

Marshall Financial helps Business Owners eliminate uncertainties, minimize taxes, increase return on their corporate asset, protect Key-Employees, and develop employee incentives. Offering your employees benefits helps to retain great team members and a positive environment. You can’t plan for disaster, but you can ensure your business’ continuity and growth in the face of the unknown. We are here to help you maximize the value of your business while customizing plans that are affordable and sustainable:

  • Succession Planning
  • Key-Person Insurance
  • Buy-Sell Agreements
  • Defined-Benefit Plans
  • Group Benefits

We can help with all of your retirement income planning needs.

We are here to help.  With many years of combined experience and industry knowledge, we’ve seen it all.  We understand each client is unique and faces different challenges which is why we customize a plan just for you.

Our products help protect your family, your retirement income, or your business, and when developing your customized plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.

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Contact Us Now

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