Our Perspective
Financial planning is like a game of chess. Each move impacts strategy.
At Marion Consulting, LLC, we focus on clearly understanding your values, goals and objectives before we design your tactical and strategic plans. Our powerful solutions will address such issues as tax efficient cash flows, income tax reduction, capital gains avoidance, estate and gift tax reduction, asset protection, business transfers, investment management, employee benefits, insurance services, creative charitable giving that transfers tax dollars to family foundations and responsible wealth distribution.
Our clients expect Marion Consulting to provide:
- Objective advice
- Sound financial and insurance products
- Peerless service
- Practical information
- Legal and professional resources
We protect and preserve financial and social capital through:
- Estate and Gift Tax Planning
- Voluntary Philanthropy vs. Taxation
- Business Continuity Planning
- Retirement Planning
- Asset Protection Planning
- Life Insurance
- Employee Benefits
- Investment Management
- Auto Dealer Advisory Services
Our process is independent and interactive as we:
- Listen and analyze
- Understand and design
- Act and implement
- Support and maintain
Our unique resources give us our competitive advantage.
Marion Consulting, LLC has established relationships with a unique network of top performing professionals from every relevant professional discipline. We collaborate with the “best of the best”. The result is an all-star team of financial, insurance, legal and tax experts with specialized, cutting edge and long-term experience working with high net worth clients and closely held business enterprises.