Products & Services

Marcus concentrates on working with clients in some of the large employers around town such as CVS Caremark, Honeywell Aerospace, and Freeport-McMoran.

The five areas I have built my practice around are as follows:

  1. Retirement planning – Through advanced retirement planning concepts, or through basic concepts, we will help devise a retirement plan based upon the current situation as well as your goals. The most important attribute of a retirement plan, is having one that you are comfortable with.
  2. Educational Funding Planning – I can develop strategies for college savings composed of different investment products and services that can help my clients be prepared for post-secondary education.
  3. Wealth Management – I can work with you to construct appropriate fee-based investment portfolios composed of stocks, bonds, mutual funds, ETFs, and other alternative investments. My goal in constructing these portfolios is to once again understand what the individual is trying to accomplish. I firmly believe the most suitable investment for one individual is not necessarily the most suitable for the next individual.
  4. Estate Planning strategies – When the time comes, it is important to devise an estate planning strategy to efficiently transfer wealth to heirs the most efficient way possible.
  5. Personal Risk Management – I firmly believe that personal risk management is the foundation and most important component of any financial planning strategy. This is composed of life insurance, health insurance, and long-term care insurance. It is not always the most fun stuff to discuss, but incredibly important none the less.

For a list of some of the products & services, click here