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Community Corner

Marshall Financial Group Offers Free COVID-19 Financial Advice

The Program Supports Community Members In This Time of Need

Left to right: Russ Weiss, CFP®, Paula Nangle, CFP® Jim McGowan, CFP®, Adam Reinert, CFA, CFP®
Left to right: Russ Weiss, CFP®, Paula Nangle, CFP® Jim McGowan, CFP®, Adam Reinert, CFA, CFP® (Courtesy of Marshall Financial Group)

Marshall Financial Group, a Doylestown-based financial and life planning wealth management firm, is launching Marshall Cares – a program to support local community members in this time of need. Experienced CERTIFIED FINANCIAL PLANNER™ professionals will be donating their time to give financial advice to people who have been affected by the COVID-19 pandemic

“A lot of people are experiencing drastic, unexpected changes in their financial situations. Marshall Financial Group is starting Marshall Cares to help individuals and small businesses navigate the impacts of COVID-19. We want to help our community stay happy, healthy and in business,” said Paula Nangle, CFP®, President.

As a full-service financial planning and wealth management shop, Marshall Financial Group can help answer a variety of pressing financial questions. Individuals can get advice on things like planning for the future while dealing with unemployment or managing debt from student loans, mortgages or other loans while interest rates are at historic lows. For small businesses, Marshall Cares can also advise on their Paycheck Protection Program loan, cash flow, employee benefits, 401Ks and more.

Marshall Cares is here to help the community weather this storm. Over 40 million people have filed for unemployment in the last 2 months. “We want people to know they aren’t alone. We will get through this together, and this is a way we can help our neighbors in a time of crisis,” said Nangle.

The Marshall Cares program is open to residents of Bucks County and surrounding areas. It includes a one-hour session with one of Marshall Financial Group’s Wealth Managers, who are all CFP® professionals. They are now accepting applications at marshallfinancial.com/cares. Sessions will be awarded on a first-come-first-served basis to those impacted by COVID-19. Applicants will be asked to answer a brief questionnaire so that the advisors can be prepared with solutions and advice.

About Marshall Financial Group
Marshall Financial Group is in the business of helping clients achieve financial wellbeing so they can live their happiest, healthiest and most productive lives. The firm provides a welcoming, non-judgmental environment and offer everything clients need under one local roof – a convenient, one-stop financial planning and wealth management shop.

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Disclaimer
Marshall Financial Group, LLC is an SEC registered investment adviser headquartered in Doylestown, Pennsylvania. A copy of our disclosure brochure as set forth on Form ADV is available at www.adviserinfo.sec.gov. Nothing herein should be constructed as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice.

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