Personal Financial Management
Marcum's Personal Financial Management group is focused on your total financial wellness.
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Goal Planning
No matter where you are in life, you have probably thought about what you might like to do with your future. Achieving your vision for the future requires planning.
Read MoreEstate Planning
Estate planning means much more than simply drawing up a will. It means establishing an integrated plan designed to safeguard your estate, future generations and those you love
Read MoreStrategies for Maximizing Social Security Income
Within your retirement income plan, Social Security retirement benefits should be considered a critical asset alongside other sources of reliable income.
Read MoreWealth Tracking
Marcum Financial Services provides a 360-degree view of all assets and liabilities regardless of where they hold them or who manages them.
Read MoreWealth Management
Legacy Planning is a process designed to help you manage and preserve your assets while you are alive.
Read MoreLife Insurance and Liability Insurance Review
Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals.
Read MoreLong-Term Care Insurance (LTCI)
The risk of contracting a chronic debilitating illness (and the resulting catastrophic medical bills incurred) is considered by many to be one type of risk best passed on to an insurance company through the purchase of a LTCI policy.
Read MoreAsset Protection and Preservation
Marcum Financial Services provides a wide array of quality insurance alternatives that can offer an important layer of safety for you, your family and your business.
Read MoreRetirement Planning
Planning for retirement is an ongoing process. Through a collaborative process, the experienced staff at Marcum Financial Services works with you to analyze your risks, address key decisions, and build a plan that reflects your future financial needs.
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