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We’re ready to get started on your path toward being in control of your wealth, pursuing your goals, and most importantly, setting yourself up towards a successful retirement.

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The 7 Key financial planning components of the Marshall Plan

Learn How the Sequence of Returns Can Affect Your Retirement Income

Portrait of President Michael J. Marshall, Sr.



about the host

Mike is a general securities representative and has been registered since 1992. Mike specializes in servicing his clients’ overall financial needs including asset management, retirement planning, estate planning and insurance planning.

In addition to his financial planning practice, he is the president of the Clifford H. Marshall Foundation, which he founded in 1997 in memory of his late father, Clifford H. Marshall, Norfolk County Sheriff. Mike and his wife, Patricia, have two children, Rachel and Michael Jr.

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