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@marionconsulting.com
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Michael Marion is listed as President and Managing Partner at Marion Consulting, LLC at Marion Consulting, LLC, a company with 1 employees, based in Santa Ana, California, United States. AeroLeads shows a work email signal at marionconsulting.com and a matched LinkedIn profile for Michael Marion.
Michael Marion previously worked as President & Managing Partner at Marion Consulting, Llc and Principal at Acumen Insurance Solutions. Michael Marion holds Chartered Life Underwriter (Clu), 1984 from The American College, Bryn Mawr, Pennsylvania..
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Preserving wealth, enriching legacy. Marion Consulting, LLC provides high net worth families with the design and implementation of estate transfer, philanthropic planning, business succession planning, executive benefits and core employee beneifts.Our estate planning process is designed to increase your comfort in making informed decisions about sophisticated estate transfer strategies. Our clients gain control & peace of mind when they realize multi-million dollar tax savings, family wealth distributions beyond the reach of creditors, lawsuits, divorce settlements. In addition to the traditional tax reduction techniques; our philanthropic planning adds a new and exciting dimension to our planning models. We have gained valuable experience working with affluent families who understand the value and power of utilizing family foundations to control wealth and maintain a family legacy by redirecting taxes to charitable causes. Our planning objectives include converting assets otherwise destined for government taxation into financial resources for your family foundation to promote charitable organizations. Our executive benefit planning and employee benefit services help attract, retain, motivate and reward talented people. In addition to major medical, dental, vision and Section 125 plans, we design and implement many types of employee benefits including pension, profit sharing, 401(k), Employee Stock Ownership Plans and other selective deferred compensation plans.
Listed skills include Insurance, Estate Planning, Employee Benefits, Wealth, and 14 others.
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Orange County, CA & Scottsdale, AZ
Michael is the founder and president of Marion Consulting, LLC. He has focused his practice on Family Wealth Transfer, Philanthropic Planning, Business Succession and Executive Benefit needs of high net worth families and successful closely held businesses. Marion Consulting, LLC has established relationships with a unique network of top performing.
At Acumen, our team works diligently to solve estate planning, business succession, and executive retention issues for families, businesses and nonprofits using strategically-designed tax-efficient life insurance products. We strive to help people gain financial peace of mind and preserve family harmony by providing the best-in-class life insurance.
Orange County, CA - Scottsdale & Phoenix, AZ
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Michael Marion works for Marion Consulting, LLC.
Michael Marion is listed as President and Managing Partner at Marion Consulting, LLC at Marion Consulting, LLC.
AeroLeads has found 2 work email signals at @marionconsulting.com for Michael Marion at Marion Consulting, LLC.
Michael Marion is based in Santa Ana, California, United States while working with Marion Consulting, LLC.
Michael Marion has worked for Marion Consulting, Llc, Acumen Insurance Solutions, and Marion Consulting, Llc - Orange County, Ca - Scottsdale & Phoenix, Az.
Michael Marion's colleagues at Marion Consulting, LLC include Andrea Marion.
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Michael Marion holds Chartered Life Underwriter (Clu), 1984 from The American College, Bryn Mawr, Pennsylvania..
Michael Marion is listed with skills including Insurance, Estate Planning, Employee Benefits, Wealth, Succession Planning, Fixed Annuities, Management, and Financial Advisory.
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