I have a background in business and finance; it is crystal clear to me that Yvonne and Mike Marsh have a wealth of knowledge and expertise in investments, finance, tax strategies, long-term financial planning, insurance strategies (e.g., life and long-term care), and gifting approaches. Yes, we have utilized and benefitted from each of these areas of expertise since working with Marsh. Their investment bucketing strategy has been extremely beneficial to us, and Mike and Yvonne helped us through the timing and tax strategy of selling stocks that we held for a long time.  

– Joseph V.

The testimonial above was provided by a non-compensated current client who has no conflicts of interest.

Retirement Planning

Make informed decisions to ensure a comfortable retirement. 
You’ve worked hard and saved well. Now you’re wondering how much you’ll really need in retirement (and how much fun you can have with it). Experience the peace of mind you’ve earned!

Enjoy your retirement with confidence.

After focusing on saving for such a long time, you may be wondering what the next phase of your money cycle looks like.

  • You may still be working and want to make up for some lost time with tax-smart back-door Roth contributions (without income limits).

  • You may wonder if you can retire early and pick up a passion project or a more flexible work situation to help you ease into retirement.

  • How and when should you leverage the money you’ve saved, and where should you start?

  • How long is your money likely to last, and how can you plan for unknown factors like healthcare? (Is it too late to secure long-term care insurance? When does a Medicare supplement plan make sense?)

  • Can you afford to take the whole family on that dream vacation?

  • How can you reduce the tax burden on your spouse and family now and after you pass?

 

The Marsh Wealth Management team of financial planners and CPAs can help you make informed decisions so you have the freedom to plan and enjoy your retirement years.

Changing to Marsh from another financial planner definitely was one of the best decisions I made as an adult. The whole group is very client-centered, professional, and caring. I greatly appreciate the “one stop” approach: financial guidance with client involvement, tax preparation services, legal services, plus Social Security and Medicare selection guidance. Yvonne is so current in her knowledge and stays continuously engaged in evaluating my financial needs. As a client, I feel respected, appreciated, and always welcome to call, email, or come in for any concern — never feeling rushed. Additionally, a friendly atmosphere is always present. This group has given me such a peace of mind in my retirement. 

– Jean H.

The testimonial above was provided by a non-compensated current client who has no conflicts of interest.

High Net Worth

Enjoy your lifestyle and protect your legacy with tax-smart strategies.

As a high net worth individual, you have enough to live comfortably, but you want to control where it goes (without paying more in taxes than you should). After all, it’s your money.

Keep more of what’s yours.

One size does not fit all. Your lifestyle requires a customized wealth management approach that is shaped by your values and priorities.

  • What is the optimal order and timing to leverage your assets?

  • How can you maximize charitable giving to ensure the greatest impact and tax-smart timing?

  • When and how much should you gift to family members?

  • How can you reduce the tax burden on your spouse and family now and after you pass?

  • How should you plan for unknown factors like healthcare? (Does long-term care insurance make sense for you? What about a Medicare plan?)

  • What’s the best approach to Required Minimum Distributions (RMD), and how should you factor those into your financial planning?

 

The Marsh Wealth Management team of financial planners and CPAs provides personal, customized tax strategies and legacy plans. Our team can help you and your family keep more of the money you’ve earned.

I’ve dealt with four financial advisors in the last 30 years. Marsh Wealth Management is, by far, the most ethical, transparent, and client-focused. Not only have I been incredibly satisfied with my returns, I have been extremely happy dealing with Yvonne, even though I live four hours away. I’m only sorry I was unaware of this firm prior to 2018! 

– Andrea S.

The testimonial above was provided by a non-compensated current client who has no conflicts of interest.

OR

Which best describes your focus?

to help you enjoy your retirement with confidence

504 Ebenezer Road
Knoxville, TN 37923

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

admin@marshpros.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