Call: 508-673-3300

Financial Planning and Insurance for Greater Fall River, MA

Email: info@jmarshallfinancial.com
J. Marshall Associates Financial
		  Planning and Insurance for Greater Fall River, MA

Frequently Asked Questions

Q. Is there a fee for an initial consultation?

  • A. No, there is no fee for an initial consultation.

Q. Do I need to have a minimum net worth?

  • A. No, we recognize that everyone needs a resource to help guide them through the complicated financial stage of life, regardless of their net worth.

Q. Do you work with other qualified professionals? (IE: lawyers, accountants, etc.)

  • A. Yes, we consistently work with many professionals whose specialty supports our clients’ needs.

Q. What do I need to bring to the consultation?

  • A. Last 2 year’s tax returns; legal documents; investment statements’ IRA retirement + pension statements; Bank/CD information; homeowners + life insurance policies.

Q. Should I bring my spouse or partner?

  • A. Yes, the better we know your family dynamic, the more accurate our recommendations will be.

Q. Why do you need a copy of my tax return?

  • A. A big part of the financial process is taxation. Reviewing your tax return may result in a tax savings recommendation.

Q. Do you do evening appointments?

  • A. We do accommodate our clients and will meet evenings and weekends by appointment.

Join Our Mailing List!

Links

Allianz Life – www.allianzlife.com
Jackson – www.jackson.com
Prudential – www.prudential.com
American Funds – www.americanfunds.com
MFS – www.mfs.com

Links to third-party web sites are provided for convenience only. J. Marshall Associates is not responsible for the content of a third-party website. By clicking on a third-party link, you will leave the J. Marshall Assoicates, Inc. website.