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11 East Superior Street, Suite 510, Duluth, MN 55802

218-723-4108
shaun.marline@lpl.com
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Marline & Associates LLC
Wealth Management

Go Your Own Way - You have goals, we have expertise. Together, we can chart a course to your financial success.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Retirement Redefined

Around the country, attitudes about retirement are shifting.
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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<strong>We Work For You</strong>

We Work For You

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.

<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

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.

Download Our Tax Reform Ebook!

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.

A NEW APPROACH TO PLANNING

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through life's transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How Much Do You Know About Investment?

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Get to Know the Team

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Learn How to Avoid These 6 Common Tax Errors

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.
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