J. Marshall Associates, Inc.

To serve your personal and business insurance needs, J. Marshall Associates has areas of expertise that cover risk management, asset protection, and tax-favored accumulation and distribution using a wide range of services including, but not limited to:

  • ELDERCARE PLANNING

  • WEALTH ACCUMULATION

  • INVESTMENT PLANNING

  • BUSINESS CONTINUATION (BUY-SELL) PLANS

  • RETIREMENT PLANNING

  • LEGACY PLANNING

  • RETIREMENT PLAN ROLLOVERS

  • INCOME DISTRIBUTION PLANNING

  • LIFE AND DISABILITY

  • LONG-TERM-CARE