Daniel D. Cairns, CFP^®

CFO

The Marshall Financial Group, Inc.

33 W Court St
Doylestown, PA 18901

FINANCIAL ADVISOR'S WEBSITE

www.marshallfinancial.com

(215) 348-9393

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee only. Financial planning provided for a fixed fee, based on the complexity of your situation. Portfolio mgmt offered as a percentage of your portfolio. The top rate is 1%, dropping as the size of your portfolio grows.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Daniel Cairns is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Marshall Financial Group, Inc. in Doylestown, PA and the surrounding communities.

Financial Advisor Overview

If you're used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. Since 1981, Marshall's financial planning has been about helping you achieve your goals and live your dreams. It's an ongoing conversation. As your needs and concerns change and evolve, the direction of our planning alters accordingly.

Financial Advisor Experience

With Marshall Financial Group since 1995. I work with Marshall clients who own their own businesses, offering guidance on their unique concerns relative to managing and growing a company.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Other - Certified Management Accountant (CMA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Cross-border Planning, Career Change, Bankruptcy, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Corporate Finance, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Job Loss, Real Estate, Minority Financing, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances