On Your Own, Financially

Updated: Dec 20, 2021



Whether the clients I work with are on their own by choice or by one of life’s unexpected turns, they all have something in common. They don’t want to end up as the proverbial bag-lady, and they don’t want to be a burden to their family financially. But they’re not quite sure what to do to secure their future.


That is where I come in. My expertise is in creating a financial plan that provides:

  • Income security

  • Healthcare planning

  • Investment advice

  • Tax minimization planning

  • Coordination of will and financial power of attorney updates

  • Peace of mind


But creating the plan is just step one. I also help you implement the initial plan, provide ongoing investment management advice, tax advice, and continue to meet periodically to discuss changes in your goals or financial needs. My goal is to be a partner to help you navigate through the unknown future. I also have resources available to answer questions on Medicare insurance, as well as provide tax return preparation work.


One of the most frequent and reassuring comments that I hear from my clients, after we have completed a comprehensive financial plan together, is that they now experience a sense of relief, confidence, and security that comes from seeing the big picture and envisioning their path forward. Clarity brings peace of mind, and that’s what I would like to offer to you, too. If you would like to get together and talk further, please call our office to schedule a complimentary and informal one-hour consultation. I encourage you to bring a trusted friend or family member with you if that helps you take this important first step. There’s no need to be on your own any longer.

504 Ebenezer Road
Knoxville, TN 37923

Phone: 865-622-2162
Toll Free: 877-884-2162
Fax: 865-622-2167

admin@marshwealth.com

Financial Planning and Advisory Services are offered through Marsh Wealth Management (“MWM”) a TN registered investment adviser with its principal place of business in the State of TN. MWM and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which MWM maintains clients. MWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to MWM’s investment advisory/management services. Yvonne Marsh is an Investment Advisor Representatives of MWM. For information pertaining to the registration status of MWM please contact the firm or refer to the Investment Adviser Public Disclosure website. For additional information about MWM, including fees and services, send for our disclosure statement as set forth on Form ADV from MWM using the contact information herein. Please read the disclosure statement carefully before you invest or send money. MWM does not provide legal or tax advice.

© 2021 Marsh Wealth Management LLC