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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
A look inside the U.S. government's statistics on household net worth.
Six overlooked tax deductions to help manage your tax bill.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you found yourself suddenly single? Here are 3 steps to take right now.
Taking your Social Security benefits at the right time may help maximize your benefit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.