Personal Financial Planning

At Marien + Company, we assist you in managing your financial assets and in minimizing your financial risks. Our experienced team of professionals provides a full range of personal financial planning services, designed to build, preserve and maximize your net worth. We work with you to develop strategies that consider all aspects of your business and family interests. The result is a professionally developed financial plan that provides long-term security and peace-of-mind for you and your family.

We provide a full range of comprehensive personal financial planning, including:

• Retirement Planning
• Estate Planning
• College Planning and Financial Aid Applications
• Personal Financial Statements
• Tax Structuring and Planning
• Cash Flow Management
• Development and Implementation of Financial Goals and Budgets
• Succession Planning
• Assistance with Risk Management and Insurance
• Coordination and Direction of Charitable Activities
• Assistance with Arranging Financing
• Interface with Investment Advisors and Attorneys

Through our personal financial planning approach, we counsel you and prioritize your concerns to develop a creative and customized plan to suit your needs. We help you attain your financial planning goals by developing, implementing and maintaining a plan that is as individual as you are.