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Comprehensive Financial Planning

Marshall & Sterling Wealth Advisors, Inc. offers both Investment Management and Financial Planning services to our clients.

Clients have the option to work with Marshall & Sterling Wealth Advisors on a comprehensive financial plan as part of the overall suite of investment management services that we provide. Our planning process can address your retirement needs as well as cash flow, insurance (including disability income, long term care and life insurances), education, investments and estate planning. In most circumstances, clients will incorporate investment management and financial planning through Marshall & Sterling Wealth Advisors; when a special circumstance is presented, Marshall & Sterling will assemble a comprehensive financial plan for a client on a stand alone basis.

We believe that having a financial plan provides our clients with the confidence that comes with having a professionally developed plan in place - plus their wealth advisor as a resource to adjust the plan as their circumstances change on an ongoing basis. The financial plans that Marshall & Sterling develops most often provide a framework for building a retirement “nest egg,” however we have the flexibility to help our clients plan for a future addition to their family, a first home or vacation home purchase and other important financial events.