Take the next step toward financial security
If you’re ready for guidance and assistance in managing your finances, get in touch to see how we can help.
Why We Do This
Focus on what you love.
At Marble Trail Financial, we strive to empower our clients with the knowledge and support to reach their goals. Businesses, families and individuals can feel confident, knowing they have a team of professionals to help plan, coordinate and manage their money. Whether you’re saving for college, growing your business or planning for retirement, we want you to have the tools to make the most of your money, so you can focus on your goals.
We’re here to help you, every step of the way.
We helped these clients reach their goals. Let us help you, too.
NEED HELP MANAGING FINANCIAL COMPLEXITY?
After the sale of a successful business, a young family realized they needed help with the resulting complexities born from their newfound wealth. Investment management, estate planning, tax planning, and personal bookkeeping were all relatively foreign demands that now required their attention. Additionally, the family was committed to creating a sustainable philanthropic plan that would reflect their strong commitment to supporting charitable organizations. Their situation was one that was ideal for our team as it allowed us to draw from our broad internal resources and provide a comprehensive solution that met all of the family’s varied needs while, simultaneously, aligning the family’s wealth with their personal values.
RETIRED OR APPROACHING RETIREMENT?
After an initial assessment, we quickly realized that a retired couple was drawing inefficeintly from their investment accounts. We helped them build a better distribution poilic, which saves them nearly $9,000 a year in taxes.
SAVING FOR COLLEGE?
Having paid off their student loans, two parents needed to catch up on saving for their kids’ college, as well as their own retirement. We helped them determine how much to save for each of their goals and implemented an automated savings plan that enabled them to meet their objectives in an almost effortless manner.
OWN YOUR OWN BUSINESS?
The owners of a small business were tired of staying up late to do their bookkeeping. We took this over so they could focus on running their business – and on making time for family. We now prepare their tax returns as well, and the clients are saving time and money because we are starting with professionally prepared financial statements.
READY TO SELL YOUR BUSINESS?
Another couple wanted to sell their business, which had been in the family for several decades, to their son and daughter-in-law. We helped them structure the transaction in a way that was tax-efficient, fair to both sides, and met everyone’s long-term goals.
TAX BILLS GOT YOU DOWN?
Our clients had a large tax bill, and at tax preparation time they had to sit for hours with their previous accountant. We now work with them throughout the year, so tax time is far simpler. This approach doesn’t cost more, and the clients have peace of mind, knowing that we’re catching every opportunity to reduce their taxes and manage their liability in a proactive way. If any issues do arise, we’ll be there every step of the way until those issues are resolved.
Together, we can give you financial peace of mind.
CLARITY
Together we clarify and prioritize all of your financial goals and athe steps needed to achieve them. By working together to outline a specific path to meet each goal over a specific timeline, you will always know whether you are on track.
COORDINATION
We collaborate closely as a team of investment and tax professionals, working together to achieve your goals. As apprropriate, we also work with attorneys and insurance agents to ensure your plans are implemented as designed.
CONFIDENCE
having a clear, coordinated financial plan and tax strategy gives you peace of mind. Knowing you’re on track to achieve your goals allow you to focus more on the things you enjoy doing – living your life.