Marion Consulting, LLC – Financial Services | Preserving wealth, enriching legacy.

Preserving wealth, enriching legacy.

Our Services

Estate & Gift Tax Planning

We assume that you want to maintain maxium control over your business and other assets through the estate planning process. Our clients gain control and peace of mind when they realize multi-million dollar tax savings and family wealth distributions beyond the reach of creditors, lawsuits and divorce settlements.

Business, Retirement & Employee Benefit Planning

Entrepreneurial businesses typically represent years of hard work and concentrated personal wealth. We help design business succession plans, selective executive retirement plans and core employee benefits.

Life Insurance Planning

Estate taxes and other costs will disrupt the estate plans where there is insufficient liquidity. Debt is created immediately at death in the form of estate taxes and costs. Life insurance planning provides immediate cash to meet the liabilities created at death.

Philanthropic Planning

We have gained valuable experience working with affluent families who understand the value and power of utilizing family foundations to control their wealth and maintain a family legacy by redirecting taxes to charitable causes.

Asset Protection Planning

The law allows an individual to situate their affairs to limit their liability exposure. Clients are well advised to have their estate planning and asset protection coordinated well before any reasonably expected circumstances arise which cause liability. Failure to do so will expose the assets to avoidable liability.

Investment Advisory

Our strategic partners are highly specialized investment professionals. In developing your wealth management strategy, we establish our top priotity on your customized portfolio design that accomplishes your cashflow, liquidity and long-term family objectives.

Who We Are

For more than 45 years, Marion Consulting, LLC has assisted families with wealth preservation and legacy planning. We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management.

Marion Consulting, LLC has established relationships with a unique network of top performing professionals from every relevant discipline. We collaborate with the best of the best. The result is an all-star team of financial, insurance, legal and tax experts with specialized and extensive experience working with high net worth families and closely held businesses.

Preserving wealth, enriching legacy.

Our Services

Estate & Gift Tax Planning

Business, Retirement & Employee Benefit Planning

Life Insurance Planning

Philanthropic Planning

Asset Protection Planning

Investment Advisory

Who We Are