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Retirement planning

Retirement planning tailored to your vision for the future

Planning for retirement is complex

Marshall’s CFP® practitioners will find the best ways to maximize your contributions now and over time, invest for solid returns, and minimize the tax and other consequences of wealth-building. So you save more, build more, and keep more over time.

Your planners will work closely with you to define exactly how much you need to put aside—in what financial vehicles—so you don’t have to hope and guess that you’ll have enough when the day comes. You’ll have the peace of mind now that you’ll be where you need to be to continue to live the life you love.

Today is the best day to start

If you’re in your 30s and thinking about retirement, you have the benefit of decades on your side when you start now. If you’ve been saving for decades but are now unsure how to transition from saving to creating an income stream, now’s the hour to prepare. Either way, we’re glad you’re here now!

We’ll answer the questions every client has about retirement:

  • How much will I need?
  • How much do I have to put away each week or month now?
  • How do I live off my savings and investments when I reach retirement, without worrying whether I’ll have enough long-term?

Ready to “re-fire” instead of retire?

Many clients are now looking forward to a vigorous future after retiring from their first career. Marshall CFP® practitioners have helped many to rethink their retirement and find ways to engage in entrepreneurial ventures, philanthropic projects, and new activities in retirement. In working with hundreds of successful people over decades, we can offer insights, connections, and encouragement along with financial planning advice.

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Financial confidence, control and freedom.

33 West Court St. Doylestown, Bucks County, PA 18901

Email: hello@marshallfinancial.com

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