The members of J. Marshall Associates can help you pursue your financial goals through the use of many diversified investment products. We are an independent firm and able to provide our clients with the best carriers and products available on the market to help pursue their needs and goals.
Wealth accumulation is the accumulation of financial resources. People are said to be wealthy when they are able to accumulate many valuable resources or goods. Wealth is expressed in a variety of ways. For individuals, net worth is the most common expression of wealth.
The placing of funds into the proper investment vehicles based on the investor’s future goals, time horizon, and priorities. This also takes into account the safety of the investments as well as liquidity and level of return. Ideally, proper investment planning will allow the investor’s funds to produce financial rewards over time.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
“What I love about this business is the personal relationships I’ve gained with my clients.”
– Kimberly Butterfield
- Mutual Funds
- ETF’s – Exchange Traded Funds
- Brokerage Accounts
- Managed Accounts
- Variable Annuities
- Variable Life
- Equity-Indexed Annuities
A diversified portfolio does not assure a profit or protect against loss in a declining market.