FINANCIAL HEALTH SELF-ASSESSMENT
5 Minutes Financial Planning Self-Assessment
Choosing the right Financial Planning Service firm can be overwhelming. Our 5-minute self-assessment gives clients clarity about where they are before choosing a financial advisor.
ASSESS YOUR FINANCIAL HEALTH
ASSESS YOUR FINANCIAL HEALTH IN UNDER 5 MINUTES
Gain Financial Clarity
Understand how the financial decisions you make today will shape everything from when you retire to the legacy you leave.
Pinpoint Financial Opportunities
Identify ways you may be able to improve your financial future -from tax strategy to legacy planning.
Identify Next Steps
Find a clear path forward based on your current financial health.
YOUR MFG TEAM
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Pete Marshall, CEPA®Managing Partner, Senior Financial Advisor

Sheryl Parks, MSF, CFP®, CDFA®Partner, Director of Financial Planning, Senior Financial Advisor

Anthony Pugliese, AIF®Partner, Director of Investment Management, Senior Financial Advisor

Marlene Dattilo, CFP®, CLTC, CFBSSenior Financial Advisor

Rod DirSenior Financial Advisor, Director of Investment Research

Barby BaroneSenior Financial Advisor

Russ Armstrong, CFP®, CIMA®Senior Financial Advisor

Chris BarnesSenior Financial Advisor

Andrew Hasz, MBASenior Financial Advisor, Director of Advisor Technology

Thomas Arasz, CFP®, MBAFinancial Advisor

Tyler KangFinancial Advisor

Denton LaneClient Support Advisor
WHAT OUR CLIENTS SAY
I have had the privilege of being with the Marshall Financial Group for over 20 years. Throughout this time, they have consistently demonstrated exceptional professionalism characterized by their qualifications, knowledge, trustworthiness, transparency, and responsiveness. These qualities exemplify their commitment to excellence in service.
Russ H.
I had a good conversation with Andrew. He answered my questions and gave me good advice on a long-term insurance matter. It was clear that he had "done his homework" with the material I sent him and he had developed a plan for me for this year and into the future.
LCW
I have been a client for a number of years and have watched my portfolio grow over those years. The advisors are professional, knowledgeable and personable. Marshall Financial Group feels like family. I am pleased with their management of my funds and highly recommend them.
Maggie O.