11 East Superior Street
Marline & Associates LLCWealth Management
Go Your Own Way - You have goals, we have expertise. Together, we can chart a course to your financial success.
Bridging the Confidence Gap
It May Be Time for a Financial Checkup
Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.
Whatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to addressing your financial goals and objectives.
There's a lot of confusion around the new Tax Cuts and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.