© 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

EDUCATION


The earlier you start, the more options you have.

One of the largest lifetime expenses for most families is their children’s (and grandchildren’s) education.

We will help you plan now so you can give your children the best start possible on their own futures, despite rising tuition costs. This could include both higher education and private elementary and secondary schools. The earlier you start planning and saving — even before your children are born — the more options you have for making sure your children have the lifelong tools they need for promising careers.

We can discuss funding options including:

  • Trusts

 

  • Custodial accounts in your child’s name

 

  • State-sponsored 529 plans 

  • Coverdell Education Savings Accounts

  • Plans for children with special needs

Education funding options