Services

At Marley Financial Group, it is our mission to provide our clients with comprehensive Life and retirement planning that is customized to their needs. Clients will meet our experienced professionals to discuss what their goals are and how they would like to live during retirement. We will then use that information to create a plan that is designed around the client that will ultimately help them reach their goals.

Retirement Planning:

  • We will help you to increase your income without increasing risk.
  • We will educate you on how to coordinate Qualified and Non-qualified assets with Social Security to reduce taxes and exposure.
  • Our team will create a safe and reasonable approach for your retirement plan.
  • We will help you protect your assets from the government, decrease your tax burden, and reduce the chance of seizure of your assets under current Medicaid laws.

Business Planning:

  • Do you currently have any plan to provide income to your family and business should you die become disabled or have a serious health problem?
  • Marley Financial will competitively shop around for a tax advisor, accounting services, insurance and benefit packages and integrate communication between all aspects of your financial life.
  • Do you know what the consequences would be if your partner died or became disabled? Marley Financial can help!

Family Planning:

  • How much Term, Whole Life, and Universal coverage do you need to protect your family? We will make sure you have the coverage you need!
  • Do you know how much should you save for college or your retirement? Or what is the best way to do so with the least tax risk? We will create a plan that suits your needs and ensures your security.
  • Should you have a will or a trust? YES! Let Marley Financial group help you maximize your return through comprehensive estate planning!

Tax Planning:

  • Tax planning and traditional tax preparation services.
  • Coordinating tax planning with your retirement planning.
  • Helps reduce exposure, risk, & liability.

For financial advice you can trust and rely on, contact Marley Financial Group today! We look forward to assisting you.