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

Our Process

Our process at J. Marshall Associates is to help clients identify, clarify, and then work to achieve their financial goals.  We strive to educate clients on options available to them, and how those different options fit in with and help them to achieve their goals.

Our Process:

1)  Identify goals & concerns

2)  Educate you on your options

3)  Help determine your risk profile

4)  Assist you in building your allocation model

5)  Help to optimize your investment allocations

6)  Identify potential tax reduction and catastrophic protection strategies

7)  Schedule regular periodic reviews

Call at 508-673-3300 or email us for details of how we can help you reach your financial goals.

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