How We Work

Working with The MandMarblestone Group

Professionals from the MandMarblestone Group will initially meet with you to review your business, your retirement plan, and your financial goals and tax objectives, and use this information in a step-by-step process to create the final plan design.

The step-by-step process

• We meet to review your business, your present retirement plan, and discuss your goals and objectives
• We design a plan based on your objectives and review it with you
• We submit the plan to the IRS so that it is in full compliance with the law
• We work with your investment advisor and accountant throughout the process, never replacing their expertise, but enhancing it
• We present costs and fees so that each client is aware of expenses at the outset
• We implement, monitor and track the plan with a dedicated case manager to ensure a smooth transition and optimal results

Our work in action