Personalization Leads to Confidence
At Marshall Investment Management, we recognize no single, "blueprint" financial strategy or plan works for everyone. Thus, we offer highly personalized financial services that effectively address your unique financial situation.
We analyze where you are currently, which direction you wish to take, and what matters to you most. Then, we craft a financial strategy or plan that captures your ideal vision for your future. We remove the stress of money management, so you can focus on other important areas of your life.
We offer the following services:
- Asset management
- Comprehensive financial planning
- Retirement planning
- Federal employee retirement planning
- Long-term care insurance
- Life insurance
- Estate planning
- Education planning
- Hourly consulting / single event financial planning
Contact us to schedule a complimentary, no-obligation consultation, and discover the value of our considerable experience, unbiased advice, and personalized service. We always ensure your questions are answered, and that you have a clear understanding of our recommendations.