Marshall Shigon

Marshall Shigon

Partner

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)355-7894
Fax: (610)325-6240
E-mail:

 

 

 

 

 

 

Marshall  is a graduate of University of Maryland  with a Bachelor of  Science in 1986 and has a  J.D.  from Dickinson School of Law in 1990 He  has been a part of the Creative Financial Group for over 14 years.  Marshall  focuses on working with small business and executives in the areas of Wealth Accumulation and preservation, Business Succession, Executive Compensation Strategies, and charitable planning.

Professional Services

  • Business Succession Strategies*
  • Estate Planning
  • Executive Compensation Plan
  • Wealth Accumulation Strategies
  • Retirement Adequacy Strategies
  • Wealth Distribution / Tax Efficient Distribution Strategies
  • Life Insurance Strategies
  • Disability Income Insurance
  • Long Term Care Insurance
  • Charitable Giving Strategies*

Qualifications

  • Bachelor of Science, University of Maryland
  • J.D. from Dickenson School of Law
  • Registered Representative, New England Securities

Personal

  • Married to Reading Specialist, Judy
  • Member of the Montgomery County Association of Insurance and Financial Advisors
  • Actively involved in Children’s Hope
  • Actively involved in the Variety Club
  • Actively involved in Montgomery County Special Olympics
  • Actively involved in Eagles Fly for Leukemia
  • Member of the Builders Association of Bucks and Montgomery County of Pennsylvania

 

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Neither New England Securities nor its representatives provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.