How We Work

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.

Advisory Services

Financial Planning

  • Hourly basis
  • Project basis
  • Financial goal planning
  • Risk management
  • Debt planning & tax management*
  • Retirement planning
  • Investment management
  • Estate planning*
  • Business planning
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Estate Planning*

  • Will & Trust Planning & Review
  • Trust Asset Management & Funding
  • Strategies to help minimize estate taxes
  • Estate administration
  • Collaboration with CPA, estate attorney, and other involved professional
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Asset Allocation

  • Portfolio Efficiency Analysis
  • Optimal Portfolio Design
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Fee-Only Investments

  • No-load mutual funds
  • Exchange Traded Funds
  • REITs
  • Stocks
  • Bonds
  • CDs
  • Government Treasuries
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Qualified Plan Advisory Management

  • 401(k)
  • 403(b)
  • Profit Sharing
  • Defined Benefit
  • Cash Balance
  • Single K
  • Pension Consulting
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Life Insurance & Annuity Contract Audit

  • In-Force cost analysis
  • Policy health analysis
  • Optimal policy design
  • Annuity feature analysis
  • Annuity expense analysis
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*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.

Featured Service: Retirement Planning

Featured Service: Retirement Planning

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:

  1. Risk Management
  2. Tax Planning
  3. Income Planning
  4. Estate Planning
  5. Goal Planning

Furthermore, we recognize that the key to successul retirement planning is the result of a structured planning process:

  1. Plan Data Gathering
  2. Goal & Objective Development
  3. Plan Design
  4. Plan Implementation
  5. Plan Monitoring
Featured Service: Retirement Planning

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:

  1. Will we outlive our retirement savings?
  2. How do we manage & pay for health care?
  3. When should we elect to take Social Security?
  4. What are the tax implications of working while drawing Social Security?
  5. How do we maximize and plan for the distribution of our estate?
  6. What is the impact of inflation on our monthly income needs?

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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