Financial Planning & Wealth Advisory Services
We approach financial planning based on each client's values, their goals and their hopes for the future. We recommend beginning with a thorough financial resource assessment, then developing strategies to achieve both short-term and long-range objectives for the client, their family and their business.
Our financial planning services include:
• Retirement planning and evaluation of early retirement offers
• Stock option planning
• Education planning
• Cash flow analysis and budgeting
• Compensation planning
• Tax planning
• Estate and gift planning
• Charitable giving strategies
• Divorce planning and assistance with asset divisions in consultation with legal counsel
The Marston financial planning team includes CPAs, Certified Financial Planners (CFP®) and attorneys, leveraging our strategic alliances with nationally recognized wealth managers, investment advisors and insurance professionals.