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Financial Planning

If you’ve ever thought the pieces of your life puzzle don’t seem to fit properly, perhaps you’re missing a piece. Financial planning is the one piece people often overlook. Without this missing piece it is difficult, if not impossible, to fulfill your goals and ambitions as you move from one stage to another in your life.

Financial planning is more than a one-shot effort. That is why Marnell Financial Services utilizes a holistic approach, one that provides life planning. We customize and monitor your financial plan to keep all the pieces of your puzzle connected throughout your lifetime; with the goal to help you and your family achieve financial confidence and enjoy those things that matter most.

Financial Planning Services Include:

  • Net-Worth Analysis ( Assets & Liabilities )
  • Cash Flow/Budgeting
  • Assess Current Asset Allocation / review of your financial accounts
  • Portfolio Analysis
  • Insurance Planning
  • College Funding
  • Retirement Planning
  • Estate Planning Guidance
  • Inheritance Planning Guidance
  • Help in developing your financial team ( i.e., CPA, Attorney, etc. )