Financial Planning & 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 bankers and advisors and insurance professionals.