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.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck