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® (Accredited Investment Fiduciary®)
- CDFA® (Certified Divorce Financial Analyst)
- Retirement Plans
- Generational Plans
- Elder Care Plans
- Family Enterprise Plans
- CFP® (CERTIFIED FINANCIAL PLANNER™)
Insurance
- Life Insurance
- Long Term Insurance
- Individual Insurance
- Group Health Insurance