Investment Management Strategies for Affluent Individuals, Families, and Business Owners
Welcome, I’m Marlean Komar, an independent financial professional offering comprehensive investment strategies and financial planning services to affluent families, executives, and business owners. My clients have worked hard to build their wealth and want to ensure it lasts.
Whether you’re preparing for retirement or looking for new investment opportunities, I understand the overwhelming financial decisions and uncertainties many people face. My goal is to help clients navigate the complexities of the financial markets by providing easy-to-understand education and objective guidance. As a result, I believe they can feel more confident in their decision making and pursue their vision of financial independence.
Working closely with my clients, I am dedicated to building long-lasting, generational relationships based on trust. Coordinating my work with their other professionals, such as CPAs and attorneys, I strive to develop a cohesive strategy that comprehensively addresses their biggest concerns, from tax mitigation to estate planning.
Based in Pembroke, Massachusetts, I work with clients throughout the East Coast and New England area, including Connecticut, Maryland, New Hampshire, Pennsylvania, and Rhode Island. Contact me today to schedule a complimentary consultation.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
When you’re married and have children, insurance needs will be different.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Couples may be able to head off many of the problems in a marriage that money can cause.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Try these activities to keep your brain sharp.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a crash course on saving for college.
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.
There are three things to consider before dipping into retirement savings to pay for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When do you need a will? The answer is easy: Right Now.