From the desk of Lauren Palmer- originally published in the November 2019 magazine
Texan Wealth Management
GIFT OF SERVITUDE:
Sarah Marshall has a gift — in fact she has several. She is financially savvy, approachable, kind, and whip-smart. She also has the gift of servitude coupled with a genuine desire to use these gifts to serve others. Lucky for the McKinney community, Ms. Marshall owns Texan Wealth Management, where she and her team serve as financial advisors who build, protect, and preserve the wealth of their clients.
Sarah began managing investments in 2007 when she received her Certified Retirement Planning Certificate (CRPC), her Series 7 License, Series 66 License, and her Life and Health Insurance License. Her degrees in economics and finance, combined with an entrepreneur’s spirit, provided the leverage needed to open her own firm in 2013. Recognizing the tremendous problems (both emotional and economical) that stem from financial stress, Sarah and her team desire to shoulder that burden for those they serve.
For Sarah and her team, clients are the number one priority. “We are creating a lifetime partnership with them,” she explains, “We even build relationships with our client’s children and family members to assure them that their loved ones are in capable hands.” Marshall works with both men and women, single and married, all ages, all races, and in various financial situations. Regardless of who walks in the door, Texan Wealth Management customizes a portfolio based on what is important to the client. She recognizes the hesitancy of taking risks with money and never encourages risk-taking at the expense of her client’s comfort level.
TEXAN WEALTH MANAGEMENT DIFFERENCE:
The secret to Marshall’s success comes from the unique combination of proprietary systems and processes she developed over the past 12 years, and her personal goal to truly listen to her clients. Sarah’s “listen first” approach to financial planning begins with an initial meeting to determine values and vision; from there a customized plan is developed, action is taken, and goals are reached. This simple recipe has given Texan Wealth Management a highly respected reputation in the financial world and within the McKinney community. Sarah is an active member the Women’s Alliance of McKinney as well as the McKinney Chamber of Commerce. She currently serves on the Hugs Gala Sponsorship Committee and in the Adriatica Business Association. This is truly a woman of character whose desire to serve those around her, in whatever capacity she can, is the driving factor behind all she does. Sarah attributes her professional success to the foundational pillars of faith in the Lord and dedication to her husband and children.
Regardless of financial position, knowledge base, or goals, Sarah and her team at Texan Wealth Management are comfortable taking the lead and invite you to reach out for an initial consult. Their goal is to provide peace of mind, allowing you to live life without financial burdens. Make a wise financial decision this holiday season. Make the decision to call Texan Wealth Management.
Texan Wealth Management stays abreast of the latest financial trends through their association with LPL Financial, the nation’s leading independent broker/dealer.*
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.
*For information about the Vision and Vines event hosted by Texan Wealth Management on November 7, please reach out to Sarah by calling 469.907.1064.
To learn more about Lauren and The Art of Living Beautifully, please visit our ‘about’ page.