Sunday , 27 May 2018

Texas Wealth Management Opens in McKinney

Food was plentiful at Texas Wealth Management's ribbon cutting ceremony.
Food was plentiful at Texas Wealth Management’s ribbon cutting ceremony.

Texan Wealth Management is pleased to announce the opening of their new office in McKinney. As a proud native, Sarah Marshall, President, CRPC of TWM, continues to grow roots in McKinney. She is raising her two kids with her husband and remains active in various service organizations.

Marshall says choosing the location for her firm was a natural fit, “It doesn’t get much better than growing a successful business in such a great community. Helping my family and friends with their financial needs is very rewarding.

“My husband and I are very blessed to have a business and to raise our children in such an outstanding community. We look forward to building a successful, thriving business and continuing our involvement in the area.”

texas wealth management ribbonMarshall has a bachelor’s degree in Economics and Finance from the University of Texas at Dallas and holds a Certified Retirement Planning License  from the College for Financial Planning. She also holds other various licenses pertaining to her field. Her focus is on having the right knowledge to be a one stop shop for her clients, including retirement planning (IRA, 401k), working with attorneys for tax/estate planning, and insurance planning.

After 11 years of successfully serving residents of McKinney through investments and insurance, Marshall was surrounded by friends, associates and community leaders as they welcomed TWM at a ribbon cutting with the McKinney Chamber of Commerce on Sept. 10.

Randi Cassuto, a long-time client, shares her experience with Marshall by saying, “Sarah makes me feel like she is advising me as though I am family. I have dealt with several financial advisors in the past, and once I signed up with them they would disappear. Not only is Sarah always there for me when I need something, but she continually contacts me on her own to make suggestions or provide ideas. The passion for what she does shows. I’m so proud of her for all that she has accomplished. She’s simply the best!”

After representing Wells Fargo Advisors (originally AG Edwards) for six years, Marshall decided to open her own firm through LPL Financial. LPL is the nation’s largest independent broker-dealer and provides account protection such as SIPC and FDIC insurance just as other large firms do. They have great technology and research tools as well as a vast array of investments to ensure clients get exactly what they need. Marshall stated, “Through LPL I’m able to invest in the right portfolios for my clients without conflicts of interest that other companies may have.”

Submitted by Texas Wealth Management

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