© 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

Contact Us:
Connect With Us:

"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

FEES

All services are fee based. Marshall Financial Solutions, LLC and our approved outside professional advisors earn no commissions.

Our process starts with a free consultation

We discuss your needs and goals, and how we can help you achieve those goals. We need to work together for a successful outcome. After our initial consultation, you provide us with your complete financial information. We analyze your finances and prepare a written plan, discussing your options for achieving your goals and determining a livable budget. Then we set up your personalized financial portal to monitor your financial progress. This secure private website allows you to view your assets, debt, income and spending. We will guide you on assembling and entering data for accurate tracking far into the future.

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.