Our Services

Brent's clients seek advice from him on how to minimize their income taxes, generate fixed streams of retirement income, reduce taxes on social security income, minimize probate and estate taxes, and protect their assets from the effects of long-term health care costs.

While developing a customized financial program, he will walk you through a step-by-step process that will help make you feel more confident in your decisions.

Once your goals have been established, he will customize appropriate strategies to suit your vision and objectives. He can help you execute a sound financial program utilizing the following products and services:

Tax Management
Investment Strategies
Retirement Strategies
Estate Conservation
Insurance and Annuity Products
401k & IRA Rollovers
Business and Personal Income Tax Preparation
Social Security Planning and Strategies

Brent A. Marshall, CPA/PFS

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Our Services