Marian F. Geohegan, CFP®, MBA, CRPS®

Our Approach

Whether assisting individuals or businesses, Marian strives to be comprehensive in her work, true to the requirements of the CERTIFIED FINANCIAL PLANNER™ certification.

Marian’s philosophy is to gather adequate reliable information about a client’s unique financial situation; to determine the client’s goals and objectives, time horizon, and risk tolerance; to analyze all of the foregoing information in an objective manner and to develop recommendations for her clients based upon this thorough analysis. Marian strives to consistently act in the best interest of her clients.

Marian believes that a client should be both informed and proactively involved in his or her financial affairs. Accordingly, she strives to hold regular meetings with clients to educate them about the financial planning process and their own financial situation.

As appropriate, Marian recommends and coordinates with other professionals, including attorneys, accountants, and tax advisors, to better serve client needs. She does not receive any compensation (e.g. finder’s fees) from other professionals for her referrals.

Marian has extensive resources, ranging from those of the broker-dealer and Registered Investment Advisor firms through which she is appointed, to general agencies which assist her in comparing insurance carriers and providing underwriting pre-qualification support. She also employs information resources and support from major providers themselves.

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck