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Marion Financial Advisors: Fee-Only Financial Planning - Yorktown Heights, New York | Joanne C. Marion CFP®, CPA, MBA

Marion Financial Advisors offers Fee-Only Financial Planning Services including retirement and tax planning, by Joanne C. Marion CFP®, CPA, MBA.

http://www.marionfinadv.com/

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Marion Financial Advisors: Fee-Only Financial Planning - Yorktown Heights, New York | Joanne C. Marion CFP®, CPA, MBA | marionfinadv.com Reviews
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Marion Financial Advisors offers Fee-Only Financial Planning Services including retirement and tax planning, by Joanne C. Marion CFP®, CPA, MBA.
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Marion Financial Advisors: Fee-Only Financial Planning - Yorktown Heights, New York | Joanne C. Marion CFP®, CPA, MBA | marionfinadv.com Reviews

https://marionfinadv.com

Marion Financial Advisors offers Fee-Only Financial Planning Services including retirement and tax planning, by Joanne C. Marion CFP®, CPA, MBA.

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Disclaimers, Disclosures and Important Legal Information | Marion Financial Advisors

http://marionfinadv.com/disclosures

Joanne C. Marion CFP , CPA, MBA. Disclaimers, Disclosures and Important Legal Information. Website Visitor Privacy and Protection of Personal Information. IRS Circular 230 Disclaimer. Terms and Conditions of Use. This website is for informational purposes only and does not constitute a complete description of our investment advisory services. No information contained on this website constitutes tax, legal, insurance or investment advice. An investment advisor registered with the State of New York. Viewer...

2

Minimize Taxes to Build Wealth | Marion Financial Advisors

http://marionfinadv.com/taxes

Joanne C. Marion CFP , CPA, MBA. Minimize Taxes to Build Wealth. Because we pay attention to all aspects of your financial life, we know when you can realize tax savings by:. Restructuring your investment portfolio,. Shifting income to dependents in lower tax brackets,. Claiming appropriate office-in-home deductions,. Maximizing retirement plan contributions,. Identifying all the deductions that apply to your small business,. Using charitable gifting strategies more effectively,. Tax Advice You Can Trust.

3

About Joanne Marion | Marion Financial Advisors

http://marionfinadv.com/about-joanne-marion

Joanne C. Marion CFP , CPA, MBA. Marion Financial Advisors works with you to develop a customized financial strategy to meet your unique needs. Joanne Marion is a Certified Financial Planner (CFP. A Certified Public Accountant (CPA) and a Registered Investment Advisor with the State of New York. Joanne is a member of NAPFA (National Association of Personal Financial Advisors) the major professional organization for Fee Only financial planners. Joanne C. Marion CFP , CPA, MBA. Investment advisory products...

4

Advisors Who Put You First | Marion Financial Advisors

http://marionfinadv.com/about-us

Joanne C. Marion CFP , CPA, MBA. Advisors Who Put You First. About Marion Financial AdvisorsTaking the Worry Out of Your Financial Future Is My Goal. Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? I am a Certified Financial Planner and Certified Public Accountant. I don’t sell any financial produ...

5

Objective Investment Advice to Grow, Protect, and Manage Your Wealth | Marion Financial Advisors

http://marionfinadv.com/investment-advice

Joanne C. Marion CFP , CPA, MBA. Objective Investment Advice to Grow, Protect, and Manage Your Wealth. Growing, protecting, and managing your wealth requires answers to many questions, including:. Do I buy individual stocks, mutual funds, ETFs, Treasuries, commodities, gold, or just leave my money in my savings account? How much am I really paying for my investments? What are the tax implications of the investments I select? Are my investments properly diversified? We are legally obligated to act in good...

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Joanne C. Marion CFP , CPA, MBA. Every time I turn around, there’s another financial decision to make. How do I know I’m making the right ones? No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. Learn more. Fee-Only, Holistic Advice Leads to Better Financial Decisions and Fewer Worries. Advisors Who Put You First. The IRS estimates...

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