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    Family

    We’re committed to helping new parents and young families navigate important financial decisions. Whether you’re a newlywed, raising a child together, or making your way in the world as a single parent. Together, we can work to formulate goals and develop a plan for the future through a simple but comprehensive process.

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    Boomers

    Boomers face unique challenges, as they prepare for or enter retirement. Sound advice and investment management, however, can make a big difference. Whether you have been preparing for retirement or have just begun, we feel it’s never too late to get your financial plan for the future in order.

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    Small Business

    Small business owners not only have to plan for their own retirement but also have to have the tools in place for their employees. Whether it is a 401k, Simple IRA or SEP. Let us focus on making the process easier for you and your employees. We offer comprehensive plan support and resources to help you confidently address compliance requirements, under the new fiduciary standard.

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    Professionals

    Saving for retirement, buying a house, how much to put aside in your emergency fund. These are just a few examples of everyday issues you may face. Just like your favorite sports team, it helps to have a game plan in place. Let's sit down so you have a clear vision and path in an effort to obtaining those goals.

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At Marshall Wealth Management we primarily work with successful small business owners, professionals, families and retirees who aspire for a work-life balance. We have developed and refined a process that puts the pieces of the puzzle together so our clients always have a clear picture of where they are going, this starts and ends with the Life Map. 

Methodical — consistent investments built on market fundamentals. 

Consistent — employing a goals based, academic approach customized to your needs. 

Collaborative — money is a feeling.  I am here to help you manage through markets not to markets to help you pursue your goals. 

 

Check the background of these investment professionals on FINRA’s BrokerCheck at https://brokercheck.finra.org/. 

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, SC, WI.