Financial Planning for Retirement
About Marchand Financial
At Marchand Financial, we help individuals and couples navigate the complexities of money, retirement, and long-term planning. With over 36 years of experience, our team has guided thousands of clients, simplifying the confusing parts of financial planning so you can move forward with confidence. Whether through personalized consultations, educational webinars, or tailored strategies, our focus is on clear, actionable advice that helps you achieve your goals.
Led by Greg Marchand, a Certified Financial Planner (CFP) and professional in retirement and income planning, we bring decades of experience and devoted guidance to every client relationship.
Led by Greg Marchand, a Certified Financial Planner (CFP) and professional in retirement and income planning, we bring decades of experience and devoted guidance to every client relationship.
Thank you for your submission!
Discover how WE can help YOU
Explore Our Services

Portfolio Management
Stay aligned with your goals through ongoing investment oversight, monitoring, and portfolio adjustments.
LEARN MORE

Multigenerational Planning
Create a legacy-focused plan that helps support and protect future generations while honoring your values.
LEARN MORE

Retirement Planning
Create a roadmap for the retirement you've worked hard to achieve.
LEARN MORE
Why Choose Us?
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience helping make us an efficient and productive wealth management company.
Explore Our Educational Materials
Learning the Industry
Education is the key to making informed financial decisions. We are committed to providing you with the knowledge and tools you need to achieve your financial goals. Explore articles covering a variety of topics, stay informed with the latest market updates, and gain in-depth knowledge through our dedicated learning section. Let's navigate the financial landscape together, one step at a time.

Learning
Explore engaging video lessons on key financial topics and current events.
Learn More

Articles
Browse a collection of in-depth articles covering a variety of financial topics.
Learn More

Calculators
Utilize educational calculators for estimating answers to common financial questions.
LEARN MORE




