Our Services

We specialize in Financial Planning for changing times- for today, tomorrow, and beyond.  Today, it is close to impossible for any one individual to master all the variables and have all of the answers regarding your financial needs.  We are a highly focused group of independent planning specialists.  The Marcus approach gives you the creative problem-solving that coordinated teamwork can provide. 

Once your financial needs and goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


  • Estate Planning
  • Retirement Planning
  • Wealth Transfer Planning
  • 529 Savings Plans for College Funding
  • IRAs
  • Disability Income
  • Personalized Insurance Audits
  • Whole Life
  • Low-Cost Term Insurance
  • Long Term Care- Nursing Home Insurance
  • Life Settlement Solutions
  • Universal Life
  • Variable Universal Life
  • Second to Die Insurance
  • No-Lapse Guarantee Insurance
  • Healthcare Insurance Reform 
  • Health Insurance: Group Major Medical, Dental and Vision
  • Health Savings Accounts
  • Executive Medical Reimbursement Plans
  • Cafeteria Plans/ 125 Plans
  • Wellness Benefit Programs
  • Owner Benefit Planning
  • Executive Benefits
  • Group Long-Term Care- Nursing Home Insurance