“Objective financial advice from someone you can trust. That’s what it’s all about.”
Andrew Marshall Financial, LLC is a fiduciary, fee-only, hourly, advice-only financial planning firm.
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fiduciary
You Come First
AMF is a fiduciary both as a California registered investment advisor and as a CERTIFIED FINANCIAL PLANNER™.
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fee only
No Commissions
AMF does NOT receive any commissions or kickbacks from any source for any recommendation AMF makes.
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cfp®
Certified Financial Planner
The CERTIFIED FINANCIAL PLANNER™ certification, or CFP® mark, is the gold standard in financial planning.
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hourly with cap
You Keep Investment Control
Pay only for the advice you need, when you need it. No ongoing fees or subscriptions. No AUM.
Putting It All Together
As you approach retirement, it can be complicated to put all your assets together into an optimized plan that makes the most of all the various assets you have accumulated during your working years.
I have worked with hundreds of clients over the past 10 years to help them know when they can safely retire, how much they can afford to spend each year, how to optimize their investments, and how to tax-efficiently withdraw from their account holdings.
I view a “Retirement Plan” as a project that determines the timeline for when you can safely retire and what steps you should take now to maximize your retirement.
A “Withdrawal Plan” is for those whose retirement is imminent or they are already retired. This plan goes into the details of coordinating which holdings within which accounts to sell when cash is needed for expenses.
To get started on your plan, schedule a free, first meeting.
Specializing in:
Retirement Planning
Tax-efficient Withdrawals
Investment Reviews
ADVICE ONLY
You May Be a Good Fit
If you are close to retiring, you are retired, you are comfortable managing your own investments, you need help coordinating the financial decisions around retirement, you receive a pension in retirement, you want advice when needed and not necessarily at regular intervals. If you are not a business owner or someone looking for stock tips.
Ready to get started?