© 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

ESTATE


We will talk you through key considerations so you can balance your current needs with goals for family members.

You work your entire life to build wealth and provide for your family.

It’s just as important to plan now so your priorities are accounted for after you are gone. Our experts will talk you through key considerations so you can balance your current needs with goals for family members, charitable giving and tax minimization.

trusts explained video
We can advise you regarding:

  • Design of your will

 

  • Retirement accounts

 

  • Living trusts 

  • Life insurance

 

  • Business succession plans

  • Philanthropic goals

  • Estate taxes

  • Early gifts to heirs

Trusts explained