About Us
For more than 30 years, Marion Consulting, LLC has assisted families with the design and implementation of estate transfer, philanthropic planning and business succession planning.
Our estate planning process is designed to increase your comfort in making informed decisions about the many sophisticated estate transfer strategies available today.
In addition to the traditional tax reduction techniques; our philanthropic planning adds a new and exciting dimension to our planning models. We have gained valuable experience working with affluent families who understand the value and power of utilizing family foundations to control wealth and maintain a family legacy. Our planning objectives include converting assets otherwise destined for government taxation into financial resources for your family foundation to promote charitable organizations.
Our business succession planning is designed to protect and preserve the family business and assure a smooth transition of ownership between stockholders and their families.
Our employee benefit services help attract, retain, motivate and reward talented people. In addition to major medical, dental, vision and Section 125 plans, we design and implement many types of employee benefits including pension, profit sharing, 401(k), Employee Stock Ownership Plans and other selective deferred compensation plans.
Investment management services are available to our key client relationships through our extensive network of professional resources.
Our clients and their advisors have discovered the benefits of independent and interactive professionals working together as a team to help make strategic planning decisions. You can expect Marion Consulting, LLC to provide:
- objective advice
- sound financial and insurance products
- peerless service
- practical information and
- world class legal and professional resources.
We invite you and your advisors to explore the relationship opportunities at our firm and the resources available in our networks.
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