financial planning

financial Planning

When it comes to creating a successful financial plan, there are thousands of factors that could impact your financial security. Most people don’t have the experience necessary to identify critical problems and the answers that contribute to a successful retirement.

At Marshall Wealth Management, we have a team with the experience to help our clients avoid outliving their resources. We know even a seemingly adequate portfolio could become inadequate if it’s not managed properly and understand how to properly use annuities and life insurance to help create a guaranteed income for life.

Working with a team who specializes in financial planning means you get a customized plan to create income for life. A plan to help ensure you have enough saved when you retire and that your assets will be managed to help protect you against the unexpected.

* In reference to general account obligations and guarantees, such as is present with annuities, the ability for the insurance company to meet these obligations to policyholders are subject to sufficient capital, liquidity, cash flow and other resources of the insurance company.

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