We are proud to be part of the Marion Consulting Team. We specialize in building the foundation of your financial legacy. Often, our clients are gifted in creating wealth. We work with you to create: proper drafted Living Trusts, Insurance, and a Financial Plan to preserve your wealth while creating a mitigating tax strategy through the generations. Building Financial Legacy is our specialty. In addition, we also work with key employee strategies to ensure the top executives of your team have a bonus structure with or without ownership options. With over 40 years of experience, we are confident you will find the financial consulting for which you have been looking.

Want to know more?

Contact Us