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ASSET PROTECTION​


Identify potential risks and the tools at your disposal to make sure your family is always provided for.

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Life happens.

That's why we design an asset allocation mix to suit your personal situation in life. As life moves on, your needs and priorities will change – so should your plan. We will monitor your plan and discuss with you any adjustments we believe should be made or considered.

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These steps are important for your plan:

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  • Life and disability insurance

 

  • Long-term-care insurance

 

  • Protection for family members with special needs 

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  • Business-owner policies

 

  • Property and liability insurance

The Power of A Trust

© 2024 Tim Marshall Financial Services

Marshall Financial Solutions LLC

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Telephone: 814-699-9595

Fax: 814-699-9596
Email: tmarshall@marshallfinancialsolutions.net
Address​:
233 Easterly Parkway, Suite 104, State College, PA 16801

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"I combine the knowledge and services of a Certified Public Accountant (CPA), a Certified Financial Planner (CFP®)  to guide you through all of life’s financial decisions. Instead of trying to fit your life into a cookie-cutter financial plan, I create the plan that fits your life."

–TIM MARSHALL, CPA

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