Products & Services

At Marnell Financial Services, Ltd., we provide assistance in the following areas:

Investments

  • Mutual funds & EtF’s
  • Stocks & Bonds
  • Annuities
  • CD’s/Structured CD’s
  • Government Securities
  • Municipal Securities
  • REITS
  • Other Alternative Investments
  • Brokerage Accounts
  • Separately managed accounts
  • IRA ( Traditional & Roth )
  • College & Educational ( ESA’s, 529 Plans & UTMA’S )
  • Business retirement plans ( SEP IRA, SIMPLE IRA, 401(k), Profit Sharing, etc. )

Financial Planning

  • Net-Worth Analysis ( Assets & Liabilities )
  • Cash Flow/Budgeting
  • Assess Current Asset Allocation / review of your financial accounts
  • Portfolio Analysis
  • Insurance Planning
  • College Funding
  • Retirement Planning
  • Estate Planning Guidance
  • Inheritance Planning Guidance
  • Help in developing your financial team ( i.e., CPA, Attorney, etc. )

Insurance

  • Life
  • Health
  • Disability
  • Long Term Care
  • Group

Tax Planning, Preparation & Accounting

  • Individual Returns
  • Corporations
  • Partnerships/LLC’s
  • Estates and Trusts
  • Estates and Inheritance Tax – Form 706
  • Gift Tax – Form 709
  • Federal/State Agency Correspondence Services
  • Audit Representation
  • Business Planning/Consulting Services
  • Financial Statement Preparation/Write-Up Services
  • Payroll Services/Payroll Taxes/Deposits/Year-End Forms
  • QuickBooks Set Up Services, Consulting and Support
  • Sales Taxes
  • Corporation and LLC Set Up Services and Form Preparation

Special Emphasis

  • Multi-state return planning and preparation for individuals and small businesses.
  • Small business set-up services which includes entity selection consulting.
  • Executive tax planning issues examples related to relocation, option and other stock programs, & fringe benefits.
  • Many More…