© 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

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Asset allocation explained

Tax Planning

We will:

  • Help you implement your customized plan through recommended services.

 

  • Consult with your other advisors to get your plan in motion.

 

  • Meet as needed to discuss your progress and make any adjustments to refine your plan. 

  • Continually review your progress as your goals evolve.

  • Provide annual tax returns prepared by our professionals. 

Your tax situation changes throughout your life, and so should your tax planning.

Tim has over 30 years of experience and will help you maximize your financial portfolio while minimizing tax obligations. Whether you are just beginning your career, growing your family, or looking ahead to retirement, I can guide you through the maze of federal, state, and local taxes to avoid surprises when tax time rolls around each year.