© 2018 Tim Marshall Financial Services

Marshall Financial Solutions LLC


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®) and a Registered Investment Advisor 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

ASSET PROTECTION


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

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:

  • Life and disability insurance

 

  • Long-term-care insurance

 

  • Protection for family members with special needs 

  • Business-owner policies

 

  • Property and liability insurance

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