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Blog

David Marshall | Nov 17, 2020

8 Tips for Finding Balance Between Work and Life

FINRA Reviewed
Lifestyle
Family
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report
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David Marshall | Nov 17, 2020

Keep Health Care Costs Down While Caring for a Child with Special Needs

FINRA Reviewed
Family
Health
There is no getting around it - health insurance is complex and complicated. You have to have it and there is no one-size-fits-all solution. And, when your
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David Marshall | Nov 17, 2020

Helpful Life Insurance Advice You Can Use

Education
FINRA Reviewed
Insurance

Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians

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Office

626 North Highland St
Mount Dora FL, 32757

 

Contact Info

P: 352-735-2424
E: w.david.marshall@lpl.com

   

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org  www.sipc.org

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 
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