Our detailed financial planning model follows the processes and planning ideals set forth by the Certified Financial Planner Board of Standards, Inc. and seeks to provide education and assistance in all facets of financial management, including investment management, retirement planning, college funding and insurance, estate and tax planning.
At Marshall Grezlak, we specialize in investment and retirement planning, college funding, insurance planning, as well as estate and tax coordination. This balance allows us to create specialized financial plans on a per-client basis and work together with individuals towards their future financial independence.
