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Services
Our experienced, down-to-earth advisors offer the optimal combination of personalized services and unbiased advice to assist you in making important financial decisions.
Comprehensive Financial Planning
Our comprehensive financial plan is a detailed roadmap that lays out what your asset allocation should ideally be to pursue your goals.
Asset Management
Our personalized, hands-on approach provides you with a globally-diversified range of portfolios to help you work toward reaching your long-term financial goals.
Retirement Planning
Pursuing your dream of a secure, comfortable retirement is much easier when you adequately plan your finances.
Insurance
At Marshall Investment Management, we can help you understand the important role insurance can play in protecting you and your loved ones.
Federal Government Employees
The federal government retirement system can be difficult to navigate. We often help clients clarify its multiple pieces and how they integrate.
