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About Marian Financial Services, Inc.

The difference between those who are successful and those who are not is real simple - hiring a CFP®

Richard M. Allison, CFP®

We are a Registered Investment Adviser based in the State of Florida and also licensed in CA, LA and TX. More importantly, we are a fiduciary who acts in your best interests.

Certified Financial Planner® - Our CFP®, Mr. Allison, has been licensed since December 1st, 1992, and has the experience and knowledge to craft custom solutions to help you achieve the things that are most important to you.

Lookout!

This shady character is an expert at prying your hard earned money away from you. Where he gets you is by convincing you to invest in things that are not publicly traded or listed on a major stock exchange. Most of the time it is a Private Placement, a Non-Publicly Traded REIT, phony crypto, Private Credit or a Promissory Note. If you invest with him, you can kiss your money goodbye. He is an expert thief!

Charles Ponzi
Ponzi Schemer

Its all about the Benjamins!

"Investing" with this guy only benefits him, not you. He locks you into insurance products with high commissions and long surrender periods of 10 years or more! Typically, insurance agents are the most inexperienced people out there when it comes to Financial Planning. Did you know that they cannot offer Financial Planning unless they are affiliated with a Registered Investment Adviser?

Eddie Agent
Insurance Agent

Supersalesman

Billy Banks will try and sell you Mortgages, Home Equity Lines, Credit Cards, Mutual Funds, Variable Annuities, and who knows what else. Billy has a revenue quota to hit. You'll end up with something that you didn't know you needed when you walked into that bank!

Billy Banks
Registered Representative

Fiduciary Services

We are a Fiduciary.

Rick M. Allison
We do not sell products that earn us a commission.
We work on a fee basis either with an Assets-under-Management (AUM) fee, a Flat Fee or an Hourly Fee depending on the services requested.

It is vastly more important to have an investment strategy rather than just buying and selling at inopportune times.

Rick M. Allison
We have several Model Portfolios that are customized to the client. These are designed with indexed based Exchange Traded Funds (ETF). These Model Portfolios vary between Moderate, Moderately Aggressive and Aggressive. We also offer CD and Money Market only Portfolios for those wishing to build emergency funds.
We also have Individual Stock Portfolios available which are Blue Chip, Competitive Advantage, Equal Weight and Aggressive All Stock. The Blue Chip is established firms with Dividend histories. The Competitive Advantage are companies with few major competitors. The Equal Weight Portfolio is equally weighted across all eleven S&P 500® Sectors. The All Stock Portfolio has momentum stocks primarily.

You have to start somewhere.

Rick M. Allison
Investing begins with a contribution. Your future is yours to build. Saving and investing are what is going to allow you to live life on your terms. Nobody else is going to do it for you. Take charge!
We have reasonable minimums that start at $25,000, but you can get started investing with as little as $100 per month.

We can help with all forms of Retirement Plans.

Rick M. Allison
Whether you are nearing retirement or already retired, we can help you navigate the complexities.
We can also help you with your Retirement Plan 401(a), 401(k), 403(b), or 457 account. In addition, we can help you with your decisions whether or not to do an IRA Rollover and/or a Roth Conversion.

Everyone needs Estate Planning.

Rick M. Allison
Do not go through life without an Estate Plan. We can help you with Wills, Living Wills, Living Trusts, Financial Powers of Attorney, Health Care Powers of Attorney and other important legal documents through our relationship with Estate Guru.
See the Estate Guru Pricing Guide and Intake Form below. All legal documents are assigned an attorney affiliated with the Bar Association of your State of Domicile. Disclaimer: We are not attorneys and do not draft legal documents. See our Form ADV 2A for full details about our relationship with Estate Guru.

Contact Rick Allison, CASL®,CFP®,CMFC®

Call Rick at
nine zero four - four six zero - two seven zero zero
Residential Home Office Address
Call for location information.
Email
rick @ marianfs.com