Markle Financial

Helping you make the right financial decisions.

We believe that financial flexibility is critical and will provide multiple options so that you can choose the best solution for your unique situation.

We enjoy building relationships and earning our clients trust. Financial plans can take a few days or weeks to create, however they can take years to implement so, it's important that you enjoy working with your Financial Adviser.

We are willing to take each financial step at your desired pace and are here to serve you.

• Employer Sponsored Plans
403b·457·401A

• Transitioning Into Retirement

• Consolidation And Simplification Of Assets

• Income Planning

• Tax Efficient Investments

• Donor Advised Funds

We work with independent local CPAs and attorneys and have studied the following areas in order to better serve you.

•The Retirement Planning Process
•Sources of Retirement Income
•Personal Savings: Investing for Retirement
•Employer-Sponsored Plans
•Individual Deferred Compensation
•Planning for Incapacity, Disability & Long-Term Care
•When to Retire
•Retirement Plan Distributions
•Asset Management & Investment Strategy During Retirement
•Income Taxes
•Estate Planning
•Retirement Cash Flow Considerations

Shannon Markle, Chartered Retirement Planning Counselor
Leslie Johnson, MBA.

We look forward to meeting you.