Financial Planning

Attaining long-term financial security requires careful planning and a disciplined process. We work with you to develop a truly customized financial plan to help keep you and your family on the path towards achieving your short and long-term goals.

•Identify and quantify goals and desired outcomes

•Create a balance sheet, cash flow projections, net worth projections

•Insurance needs analysis (life, disability, long-term care, property & casualty)

•College funding analysis

Investment Management

Investment Portfolio Management is the cornerstone of any integrated wealth management solution. We develop a portfolio tailored to your one-of-a-kind goals, objectives and risk tolerance to ensure your money is invested in a way that makes the most sense for you.

•Development of Investment Policy Statement (IPS) that identifies portfolio’s time horizon, financial needs, tax situation and risk tolerance

•Build, manage and monitor your portfolio which is tailored to those needs

•Ongoing monitoring of income and tax implications

•Continual review of market and economic conditions and evolving as opportunities arise

•Custodial selection and oversight

Retirement Planning

Replacing your salary or other income during retirement can be challenging. We work with you to create a retirement income plan with the goal of providing sustainable and predictable income that aligns with your needs.

• Work together to create cash flow projections

• Identify and develop income replacement strategies

•Understand the different “buckets” of assets available (taxable, tax-deferred, and tax-free accounts)

• Review various Social Security claiming strategies

•Retirement account distribution planning (RMDs)

Tax Planning

We work closely with your CPA to get a clear picture of your current and future tax situation to better assist us in developing appropriate financial planning strategies and in managing your investment portfolio in the most tax-efficient manner.

• Work with your CPA to analyze and implement strategies to reduce income taxes while meeting your goals

• Provide periodic tax reports to your CPA to assist them in calculating tax projections and estimated payments

• Assist in managing estimated tax payments

• Allocate and manage your investment portfolio in a tax-efficient manner.

Estate Planning

Marquette Wealth Management recognizes that stewardship is a critically important element as you contemplate passing on family assets to future generations. We assist you in the exploration of what stewardship means to your family and how your wealth can grow to live on as a legacy.

•Identify wealth transfer goals and objectives

•Coordination of estate related strategies with your attorney

•Multi-generational summaries of existing and alternative estate strategies

Charitable Planning

For many, charitable planning is an integral part of their financial plan and legacy. We work together to understand your philanthropic goals then analyze your options and the resulting benefits, including an analysis of the assets available for gifting and the most tax-efficient manner in which to give.

•Analyze philanthropic objectives and review funding options (Donor Advised Fund, Private Foundation, Charitable Trusts, etc.)

•Review of all assets to determine optimal funding vehicles

•Management of charitable fund investments

Aggregated Reporting

Understanding how each of your investments fit together can be an administrative and time consuming challenge. We can provide customized performance reporting and analytics on your entire portfolio (including portfolios outside of Marquette’s management) to ensure you are invested in a way that best aligns with your goals, objectives and risk profile.