Products & Services

 

Lance D. Marble provides a wide range of financial services and products and understands that any relationship with you should be reflective of your goals, your relationship with professional advisors such as your CPA and Attorney, the complexity or simplicity of your specific needs, etc. Because each client relationship is unique, compensation for the services offered is personalized. Below is a partial list of offerings.

  Comprehensive Analysis (Fee Based)
  Investment Risk and Allocation Analysis
    Pre-Retirement Accumulation Evaluation
  Risk Assessment for Income Protection (Life and Disability Income Insurance)
  Retirement Income Analysis
  Risk Assessment for Long Term Care
  Wealth Transfer Strategies

Individual Strategies
  IRA Maximization
  Wealth Transfer
  Leveraged Gifting
  Municipal Bond Maximization
  Estate Equalization
  Annuity Maximization

Business Strategies
   Buy/Sell Funding
  Key Man/Person Insurance
    Non-Qualified Deferred Compensation
  Executive Bonus

Investment Products*
  Mutual Funds 
  Exchange Traded Funds
  Stocks (unsolicited)
  Bonds (unsolicited)
  Wrap Accounts
   Donor Advised Funds

Insurance Products (Personal and Business)
  Life Insurance
  Disability Income Insurance
  Long Term Care Insurance
  Fixed Deferred Annuities
  Variable Deferred Annuities
  Single Premium Immediate Annuities
  
Insurance products are offered by Lance D. Marble. CA Insurance License #0D68253.

 

Some products, services and strategies may require coordination with professionals not affiliated with W.E.A.L.T.H. Professionals, LLC.

Referrals available on request for some services not offered by W.E.A.L.T.H. Professionals, LLC including CPA's, Estate Planning Attorney's, Independent Property and Casualty Insurance Agents , Third Party Pension Administrators, Mortgage Professionals, and Realtors. Referrals are offered as a professional courtesy. Referral by W.E.A.L.T.H. Professionals, LLC should not be considered to be an endorsement.