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WELCOME TO MARSHALL INVESTMENT MANAGEMENT

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Marshall Investment Management, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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AT MARSHALL INVESTMENT MANAGEMENT, OUR PHILOSPHY IS SIMPLE:

We help you build a sound foundation for your financial future.

Comprehensive Financial Planning

Comprehensive Financial Planning

Financial planning is a strategy to help you pursue your goals and objectives through careful management of your finances. It is an ongoing process that can help give you financial confidence and support your short and long-term goals.

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Asset Management

Asset Management

Asset managers are responsible for managing your financial portfolio, including choosing investments and implementing a growth strategy. Professionals are trained to perform economic research using high-tech analytic tools

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Retirement Planning

Retirement Planning

Determining how much money you need to retire includes evaluating your current income and expenses and analyzing how those expenses may change in retirement. The earlier you begin saving, the longer your money has the potential to grow.

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Insurance & Estate Planning

Insurance & Estate Planning

Insurance policies offer protection if something should happen to a valuable asset or a person in your life. Life insurance is a particularly important investment when you ask yourself, what would your family do if you suddenly passed away?

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Federal Employees

Federal Employees

The retirement benefits program for government employees is complex. However, government employees
have unique needs and are provided some benefits that private-sector workers do not have.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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CONTACT OUR TEAM

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