About my practice
Everyone deserves a financial plan that reflects their hopes, goals and dreams. I provide a custom plan to all of my clients and partner with them to implement strategies to reach their goals. My goal is to educate, make financial planning fun and celebrate reaching the goals and milestones with my clients!
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Sharon M Marshall uses RMG Wealth Management Group as a marketing name for doing business as representatives of Northwestern Mutual. RMG Wealth Management Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI(NM)(life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Sharon M Marshall is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Sharon M Marshall is primarily licensed in Massachusetts and may be licensed in other states.