Financial Planning Services Offered

Prior to working with Marchi Wealth Management, many clients do not know where their current investments are or why they even have them. However, we spend time educating our clients; when we put a plan together, you will understand exactly what purpose a particular investment or investments are fulfilling in your financial plan and for your financial goals. Marchi Wealth Management offers a variety of services to address the many issues we all end up facing during our lives.

  • Do you have aging parents or other relatives to care for?
  • Do you need help raising financially fit children?
  • Do you expect to inherit wealth or leave wealth to your own children?
  • Do you need a plan for taking care of a special needs child?
  • Is your spouse unemployed or disabled?

We walk with you through each of these scenarios, and many others. You will also have your own personal financial website to monitor your financial plan and make sure we are on track to achieving your financial planning goals.

Below is a sample of the full range of support Marchi Wealth Management provides. Please contact usto discuss any of these financial services in greater detail.

Investment Management Services:

  • Personal Brokerage Account Planning
  • Retirement Planning
  • Divorce Asset Planning
  • 401(k) Plans – Rollovers and Distributions
  • Insurance Planning
  • Planning a budget

Estate Planning Life Insurance:*

  • Business Planning/Buy-Sell Life Insurance
  • Disability Insurance
  • Long-Term Care Planning
  • Personal Life Insurance

A Team Approach To Financial Planning:

Marchi Wealth Management has built quality relationships with a team of talented professionals in fields complementary to my own. We partner with this team to connect you to resources that we do not provide. If you are in need of these additional services, we can refer you and know that you will receive exceptional support. If you need a referral now, please contact us.

  • CPAs
  • Attorneys

*These services are part of Marchi Wealth Management Group’s professional relationships and not affiliated with The Investment Center Inc. or IC Advisory Services Inc. Please contact us to discuss your specific situation and then we shall recommend the next steps.