About My Practice
Andrew Marshall Financial, LLC offers financial planning advice to Federal employees for a flat fee. We do not manage investments or sell insurance. Those conflicts of interest are removed. We are a fiduciary, fee-only and more than that, we are advice only.
Our most common service is retirement planning that incorporates the entirety of a client's and their spouse's financial assets and benefits to create a comprehensive plan that provides for both lifetimes. We also do investment reviews with recommendations and answer all types of financial questions. There is no need to move your investment accounts when you work with us.
Please visit our website for more information.
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Licenses, Certifications, Education, and Affiliations
Security Licenses: Series 65
Investment Advisor Registration: State of California
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
My Association with the Office or Firm