Products & Services
At Marnell Financial Services, Ltd., we provide assistance in the following areas:
Investments
- Mutual funds & EtF’s
- Stocks & Bonds
- Annuities
- CD’s/Structured CD’s
- Government Securities
- Municipal Securities
- REITS
- Other Alternative Investments
- Brokerage Accounts
- Separately managed accounts
- IRA ( Traditional & Roth )
- College & Educational ( ESA’s, 529 Plans & UTMA’S )
- Business retirement plans ( SEP IRA, SIMPLE IRA, 401(k), Profit Sharing, etc. )
Financial Planning
- 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.)
Insurance
- Life
- Health
- Disability
- Long Term Care
- Group
Tax Planning, Preparation, & Accounting
- Individual Returns
- Corporations
- Partnerships/LLC’s
- Estates and Trusts
- Estates and Inheritance Tax – Form 706
- Gift Tax – Form 709
- Federal/State Agency Correspondence Services
- Audit Representation
- Business Planning/Consulting Services
- Financial Statement Preparation/Write-Up Services
- Payroll Services/Payroll Taxes/Deposits/Year-End Forms
- QuickBooks Set Up Services, Consulting and Support
- Sales Taxes
- Corporation and LLC Set Up Services and Form Preparation
Special Emphasis
- Multi-state return planning and preparation for individuals and small businesses.
- Small business set-up services which includes entity selection consulting
- Executive tax planning issues examples related to relocation, option and other stock programs, & fringe benefits.
- Many More…