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.