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Our Services

At Marshall Wealth Management Group, we provide dedicated assistance in the following areas:

Investments

  • Portfolio Stress Test
  • Bonds
  • Common Stock
  • Educational IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • AIF® (Investment Fiduciary Best Practices)
  • CDFA™ (Certified Divorce Financial Analyst)
  • Retirement Plans
  • Generational Plans
  • Elder Care Plans
  • Family Enterprise Plans

Insurance

  • Life Insurance
  • Long Term Insurance
  • Individual Insurance
  • Group Health Insurance