We work closely with you to discover your challenges and opportunities.

Most Americans are not saving enough for retirement.

Financial planning helps you identify a path that allows you to enjoy life in the present and accumulate wealth so you can live comfortably in the future. We work closely with you to discover your challenges and opportunities so we can identify the right tools for your situation, with the right risk balance.

retirement planning video
Our advice includes consideration of:

  • Social Security


  • Pensions


  • 401(k) or 403(b) plans 

  • IRAs and Roth IRAs

  • Annuities

Retirement Planning

© 2018 Tim Marshall Financial Services

Marshall Financial Solutions LLC

Telephone: 814-699-9595

Fax: 814-699-9596
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."