Welcome to The Marshall Financial Group
The team at The Marshall Financial Group believes that a financial plan should grow with you, and we're here through every step of that journey. By helping you identify your financial goals today, together we create a personalized plan to make sure you're prepared for the future; even if life takes an unexpected turn. Keeping pace with life's changes is important: our goal is to secure a strong financial future for the people you care about most, and plan for the retirement that you dream of.
Please visit the links below for a few ideas that might be helpful:
- Trustworthy Assets: 8 Ways to Benefit from a Trust. Learn more.
- Ask the Expert: What's the Difference Between a Revocable and Irrevocable Trust? Learn more.
- 8 Ways To Make Financial Gifts. Learn more.
- Retirement and Taxes: Should you Pay Now or Later? Learn more.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
- AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.
