Marion Consulting

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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(714) 241-7114Call Visit WebsiteVisit Website Map & DirectionsDirections1604 E 4th St Ste ASanta Ana, CA 92701 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Santa Ana with Financial Planning Consultants

Tustin (2 miles)
Orange (4 miles)
Irvine (9 miles)
Garden Grove (9 miles)
Fountain Valley (11 miles)
Anaheim (12 miles)
Costa Mesa (14 miles)
Placentia (14 miles)
Stanton (15 miles)
Westminster (15 miles)

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Saddleback View

AKA

Michael J Marion & Associates

Marion Consulting LLC

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https://www.marionconsulting.com

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Business Coaches & Consultants, Financial Planners, Financing Consultants, Insurance, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (714) 241-7114

Address: 1604 E 4th St Ste A, Santa Ana, CA 92701

Website: https://www.marionconsulting.com

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Marion Consulting

Tax Planning
Most educated clients offered the choice between providing an inheritance outright or through a trust where the client has significant input as trustee or co-trustee and the trust assets gain significant protection from creditor claims, divorce claims, and also estate tax planning benefits, will generally choose such a protective trust.
Charitable Giving
At Marion Consulting, LLC, we focus on clearly understanding your values, goals and objectives before we design your tactical and strategic plans. Our powerful solutions will address such issues as tax efficient cash flows, income tax reduction, capital gains avoidance, estate and gift tax reduction, asset protection, business transfers, investment management, employee benefits, insurance services, creative charitable giving that transfers tax dollars to family foundations and responsible wealth distribution.
Estate Taxes
Tax Services
Income Tax
The sale of securities at death may generate an income tax liability that depletes the proceeds available for estate liquidity. Life insurance avoids this problem.

Investment Management
We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management.
Wealth Management
It is important to note that we have established excellent relationships with a number of Independent Financial Advisory Firms and Wealth Management Firms that have different capabilities and services, and professional advisor profiles that match the unique needs of our clients and allied professional advisors.

Accounting Services
Payroll Services

Financial Planning
Retirement Planning
In light of these well-founded concerns, employees have been more involved and interested in retirement planning since 2010. For mid- and late-career employees, this type of planning is their number one priority. According to the Towers Watson 2014 Global Benefit Attitudes Survey, over half of employees are willing to trade cash compensation for more generous retirement benefits.
Annuities
The treacherous nature of the exemption rules and the fast developing exceptions thereto make it very important for the estate planner to confer periodically with well versed and active bankruptcy counsel. Another example is the statutory protection of annuity and life insurance contracts. When these statutes were passed, there was no such thing as a variable annuity, so a Florida bankruptcy court decision found that variable annuities were not really annuities
Long Term Care
Asset Management
Our planning process begins by working closely with our clients to identify their long-term goals and risk tolerance. We then seek to develop a long-term asset allocation and work with each client to implement an appropriate strategy to help them meet their objectives. Additionally, we review each client’s portfolio on an ongoing basis and evaluate possible adjustments in response to economic changes, market trends or client needs. We are committed to identifying, creating and providing access to some of the best, most innovative investment ideas and opportunities.
Living Trusts
A great many clients have told us that they expect that their revocable living trust would protect them and the assets in the trust from the claims of creditors. Other clients have told us that they expected that the plan prescribed by a prior advisor should have protected their assets from creditors when it would have been relatively easy to do so. Still other clients express surprise that significant creditor exposure that could have been avoided or at least understood were not pointed out to them in estate planning consultation.
Asset Protection
Asset protection is obviously a big part of estate planning. Planning for the protection of the client who is asking for advice on asset ownership, beneficiary designations, and financial strategies makes the estate planner responsible for providing appropriate advice on helping the clients to insulate their assets from known or potential future creditor claims. Further, clients will generally want their beneficiaries protected from creditor claims as well, and expect that the estate planner is taking these objectives into account in designing an estate plan.

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