Financial Planning Details

People need a professional resource to ask personal finance questions and get objective answers.  Andrew Marshall Financial, LLC  (AMF) is that resource.   AMF has no affiliation with investment or insurance companies thereby providing advice to you that is not tainted by sales quotas or corporate pressures.


Andrew Marshall Financial, LLC is a fiduciary.  That means AMF always puts your interest first.  AMF is here to help you maximize your use of money, reduce your stress, and reach your goals.  By putting clients first, both our clients and AMF are successful.


AMF uses the fee-only style of financial advice.  With fee only advice, you pay for services in an open, fully disclosed manner.  AMF does not sell any products such as insurance policies, annuities, mutual funds or REITs.  AMF therefore does not get any commissions or kickbacks from any source for any recommendation AMF makes.  By doing business this way, conflicts of interest are removed that exist with other advisors who get paid commissions to recommend and sell products.


AMF charges hourly fees or project based fees.  This makes AMF accessible to all who need professional financial planning help, regardless of income and account size.  There are no income or net worth minimums required to work with AMF.


AMF functions as a consultant.  AMF analyzes your situation from an objective point of view and provides recommendations to solve your particular issues.  Your financial situation is different and deserves individual attention.  AMF works collaboratively with you to create a financial plan that maximizes your future.


Contact us today to get started.


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Client Case Study

Liz – Debt Payoff Plan