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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

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Gain Financial Clarity


Understand how the financial decisions you make today will shape everything from when you retire to the legacy you leave.
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Pinpoint Financial Opportunities


Identify ways you may be able to improve your financial future -from tax strategy to legacy planning.
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Identify Next Steps


Find a clear path forward based on your current financial health.

YOUR MFG TEAM

Scroll to see all of our advisors

Pete Marshall
Pete Marshall, CEPA®Managing Partner, Senior Financial Advisor
Sheryl Parks
Sheryl Parks, MSF, CFP®, CDFA®Partner, Director of Financial Planning, Senior Financial Advisor
Anthony Pugliese
Anthony Pugliese, AIF®Partner, Director of Investment Management, Senior Financial Advisor
Marlene Dattilo
Marlene Dattilo, CFP®, CLTC, CFBSSenior Financial Advisor
Rod Dir
Rod DirSenior Financial Advisor, Director of Investment Research
Barby Barone
Barby BaroneSenior Financial Advisor
Russ Armstrong
Russ Armstrong, CFP®, CIMA®Senior Financial Advisor
Chris Barnes
Chris BarnesSenior Financial Advisor
Andrew Hasz
Andrew Hasz, MBASenior Financial Advisor, Director of Advisor Technology
Thomas Arasz
Thomas Arasz, CFP®, MBAFinancial Advisor
Tyler Kang
Tyler KangFinancial Advisor
Denton Lane
Denton LaneClient Support Advisor

WHAT OUR CLIENTS SAY

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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.
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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
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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.

DON'T LEAVE YOUR
FINANCIAL FUTURE TO CHANCE