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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Knowing the rules may help you decide when to start benefits.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
An inside look at how marginal income tax brackets work.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
Women must be ready to spend, on average, more years in retirement than men.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?