At Marshall Wealth Management, we offer a comprehensive approach to retirement planning that covers all essential areas. Our services include creating wills, establishing powers of attorney, leaving a legacy, setting up health care proxies, and planning trusts. We also focus on keeping your estate probate-free, minimizing estate taxes, and implementing ILIT planning. Additionally, we help designate guardians for minors and plan for charitable giving to ensure your legacy is preserved according to your wishes.Â
get started
Learn How We Can Help
Click Below to Book a Complimentary Meeting or Attend A Webinar.  Â
or
Marshall Wealth Management is a group of experienced financial professionals based in Norwell, MA. Our team, all located in one office, is trained in their respective fields to help our clients with the seven key areas of financial planning. We specialize in estate & legacy planning, retirement planning, income tax planning, investment planning, cash flow & budget, insurance & risk management, and assistance to loved ones.