benefits

benefits
marrick wealth drives a tax-smart, comprehensive strategy combining investment management and financial planning.

Our process brings predictable outcomes to your family’s goals.

Potential benefits are vast and may include:

related materials

The Added Value of Financial Advisors Benefits of working with a CPA Financial Planner
family goals
  • Improved communication around family finances
  • Increased understanding of how goals will be prioritized and funded
  • More time with family
professional guidance
  • Discipline
  • Perspective
  • Behavioral coaching
investments
  • Reduced investment expenses
  • Improved risk-return tradeoff
  • Enhanced after-tax returns
income taxes
  • Reduced income taxes
  • Better coordination with tax return preparer
  • Enhanced benefits for charitable gifts
cash flow & debt
  • Awareness of appropriate lifestyle spending amounts
  • Matching time horizons with short-term and long-term funding needs
  • Reduced borrowing costs, specifically on mortgages
retirement
  • Greater awareness of possible outcomes
  • Increased likelihood of successful outcomes
  • Enhanced enjoyment of retirement years
insurance
  • Improved utilization of employer provided benefits
  • Ensure appropriate amounts of coverage
  • Reduced premium costs
estate planning
  • Better coordination with estate attorney
  • Peace of mind
  • Continuity in planning with successor trustees