© 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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PERSONAL PORTAL

The Personal Portal is where you will gather and store all of your financial information. It contains some very powerful tools to help us in mapping out your personal financial path.

Resources to assist you in getting started with the Personal Portal:

Personal Financial Website FAQ

This fact sheet provides answers to frequently asked questions about your Personal Financial Website.

 

Investments Overview

Learn more about the features available to you within the Investments tab of your Personal Financial Website.

 

Connections

This easy-to-use guide walks you through the process of setting up Connections on your Personal Financial Website so you can see an updated picture of your accounts in real time.

 

Goals Overview

Learn more about the interactive Goals tab in your Personal Financial Website to easily add financial goals and track your progress toward funding those goals.

Setting Goals

Setting goals can be a tough task, but it is an important step toward securing your financial future.

 

Spending

Learn more about how you can monitor and manage daily cash flow with the Spending tab within your Personal Financial Website.

Vault Overview

Learn more about the Vault, an easy way to secure, organize and access important documents.

 

Vault Checklist

Review this checklist for suggested files that can be added to your Vault.

Screen Sharing

The Personal Portal is where you will gather and store all of your financial information. It contains some very powerful tools to help us in mapping out your personal financial path.

Our calendar is full! We can no longer accept appointments online.
Please call the office, 814-699-9595, and we can speak with you.
Thank you and we appreciate your business!