We are here to help you:
Control Your Destiny
Enjoy Life More
Stop Fearing the Unknowable Future
Without a plan for your longevity, you may feel:
Anxious about how to use your finite resources for a fulfilling retirement AND spiraling health care costs
Terrified that the blessing of a long life can turn into a nightmare with a long, debilitating condition depleting your savings
Cautious about spending your money on the activities you enjoy just in case you need that money for "later"
You shouldn't have to live small in retirement because you're worried about preserving your assets for an unknown future.
Feel Confident That You Have the Freedom to Maintain Your Independence
Our goal is to help you:
Gain relief: Know that you have a path you can follow through the end of your retirement years.
Feel Secure: Limit your vulnerability to a catastrophic health event with a plan to cover costs.
Feel confident: Stop guessing and hoping for the best, and instead take control of your future.
We have worked with over 200 individuals and couples to help plan around the uncertainties of aging.
Our firm founders and advisors have the CFP® and CPA certifications to offer you comprehensive planning.
We draw on our expertise and licensing to help you self-insure against a health crisis or to select an appropriate long-term care policy.
Not All Advisors Will Talk About the Reality of Spiraling Health Care Costs as You Age—We Do
We know that many financial advisors feel reluctant to have the very necessary conversation about the potential of health care costs draining your savings. Frankly, they're refusing to see the elephant in the room. Leaving health care and long-term care to chance is no option at all. We are here to have that conversation with you.
At Marsh Wealth Management, we understand that you have a set amount of money to last for the rest of your life. And we know that the longer you live, the higher the probability of a long, debilitating condition like Alzheimer's bankrupting you. We are a Registered Investment Advisor in Knoxville, TN, helping clients feel assured that they don't have to become a burden to their loved ones. We work with you to help:
Create a comprehensive longevity plan that incorporates all your financial needs, including cash flow, taxes, life goals, and investments
Decide how best to use your assets to self-insure against expenses for health care and long-term care (or, if you prefer, secure an appropriate insurance policy)
Keep you in your home for as long as you want with the funds to upgrade your house as you age
Enjoy your retirement to the fullest with a detailed plan to help meet life's uncertainties and maintain your independence
How to Work With Us
1. Schedule a call.
We'll discuss your concerns and goals and how we may be able to help.
2. Meet online or in person to gather information.
We'll do a deeper dive into your situation and share our initial recommendations.
3. Sign the agreement.
We'll move forward on your longevity plan to help you stay in control no matter
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people just like you. We may be a good fit if you:
Want a plan so that even if you live to be 100, you don’t have to worry about health care costs ending your independence
Want to quit feeling like you have to downsize your retirement spending just in case you need the money later
Want an ongoing relationship with a financial advisor to help keep your plan on track and manage your investments
Have investable assets of more than $500,000