Welcome to The Marshall Financial Group
The team at Marshall Financial Group believes a financial plan should grow with you. We can help you identify your financial goals today and create a personalized plan to help you be 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 a comfortable retirement.
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, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
