Our Integrated Service Model

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Our Integrated Service Model 2017-04-11T18:25:12+00:00
Perhaps you have a CPA who prepares your taxes, an attorney who prepared your legal documents, and an investment advisor who is giving you investment advice. But do they know each other? Are they working together to create a cohesive, integrated plan for your financial future? At Marsh Wealth Management, we are.

We understand that the four components of financial management — tax, insurance, financial, and legal — all have to work together in harmony with one another. Sure, one violin sounds good. But, a whole orchestra? Now that’s beautiful music!

Our goal is to build long-lasting relationships with our clients. Your financial well-being matters to us, and we work hard to be a key component in your financial life for many years to come. Couples, in particular, have peace of mind knowing that we will be a continuing partnership with their surviving spouse, when that time of transition eventually comes.

So are you ready to have someone conduct your whole financial orchestra? Call us to schedule a complimentary meeting to learn more.

RETIREMENT PLANNING

Including lifetime income planning, social security maximization, investment risk analysis, tax reduction strategies, and health care planning.

WEALTH MANAGEMENT

We are held to a fiduciary standard of duty as a Registered Investment Advisor. Our strategic approach uses low cost, diversified mutual fund portfolios. We are compensated on a flat-fee basis, not from commissions or 12b-1 fees.

ESTATE PLANNING

We connect you to a well-regarded local attorney who can help you with wills, trusts, financial powers of attorney, and overall life transition planning.

TAX RETURN PREPARATION

Our in-house CPAs prepare tax-returns for individuals, small businesses, trusts, and estates.

INSURANCE SERVICES

Our independent, licensed agents can help with long-term care, Medicare, life, and disability insurance.