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FEES

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

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Our process

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.

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. 

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