Andrew Marshall Financial

Founding Date

Andrew Marshall Financial offers fiduciary financial planning and investment advisory services for an hourly fee. It is focused on helping people who have been managing their own investments to prepare for retirement and self-manage their finances in retirement. AMF analyzes your situation from an objective point of view and provides simple to implement recommendations to improve your particular situation.


Retirement Planning

  • Review current standing. Test your ability to retire.
  • Review all investment accounts and reallocate into a coordinated portfolio.
  • Test paying off mortgage and other debt early.
  • Integrated Social Security claiming strategy.
  • Optimal account type for ongoing savings.
  • Calculate max spending in retirement.
  • Medicare / health insurance / long-term care in retirement.

Withdrawal Planning

  • Review all investment accounts. Reallocate for retirement longevity.
  • Roth conversions - amounts and timing.
  • Tax-efficient withdrawal orders from various account types.
  • Recommend options for cost-effective money managers (if applicable).
  • Instructions for portfolio rebalancing.
  • How to maximize legacy / inheritance to heirs.

Investments Only

  • Create a new portfolio from scratch.
  • Review all investment accounts. Reallocate into a coordinated portfolio.
  • Instructions for self-managing your portfolio going forward.
  • Recommend a robo-advisor. 
  • Incorporate inheritance or other windfalls.
  • Consolidate accounts and ease of management ideas.