Jim McGowan, CFP^®

Financial Planner

Marshall Financial Group

33 W Court St
Doylestown, PA 18901

FINANCIAL ADVISOR'S WEBSITE

http://www.marshallfinancial.com/

(215) 348-9393 CONNECT WITH Jim

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only. Financial planning provided for a fixed fee, based on the complexity of your situation. Portfolio management offered as a percentage of your portfolio. The top rate is 1%, dropping as the size of your portfolio grows.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Jim McGowan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marshall Financial Group in Doylestown, PA and the surrounding communities.

Financial Advisor Overview

If you’re used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. Since 1981, Marshall’s financial planning has been about helping you achieve your goals and live your dreams. It’s an ongoing conversation. As your needs and concerns change and evolve, the direction of our planning alters accordingly.

Financial Advisor Experience

I'm proud to provide independent, fee-only financial planning and investment management to people in all stages of their lives. I enjoy helping people save, grow and spend their money in the smartest way possible. Having a financial plan helps balance your long term goals like retirement with your day to day financial choices. Once you have a plan in place it gives you the freedom to spend your time and money on the things in your life that matter to you most.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances