801 Sunset Drive
Building A, Suite 1
Our firm specializes in helping individuals, families, and businesses develop sound retirement and investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our holistic financial planning process provides you with a comprehensive roadmap that takes all aspects of your financial situation and consolidates them into one centralized, integrated plan.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
*Marmo Financial Group, LLC does not give tax or legal advice. We have a network of professional relationships and can help match you with a tax or legal professional.
At MFG, we understand that the need for individualized retirement planning advice is paramount to a secure retirement. We work with our clients to develop retirement plans that are built on the following foundations:
Furthermore, we recognize that the key to successul retirement planning is the result of a structured planning process:
MFG seeks to use our structured approach to address some of the more common questions that our clients face while going into retirement, such as:
At the end of the day, MFG seeks to Improve Our Clients' PositionsTM. That is, we strive to make improvements in our clients' financial lives.