[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-354484-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-354484-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","succession-planning-retirement-succession-plan-overview","Succession-Planning - Retirement Succession Plan Overview","","Succession-Planning outlines a retirement transition approach for independent financial advisors, emphasizing that advisors need a succession plan to fulfill fiduciary duties to clients. The materials explain why Marshall Financial Group is a partner for buy/sell or phased retirement, including determining fair practice value and payment structure. It describes client introduction, onboarding paperwork, account monitoring, welcome letters, quarterly performance reporting, and the transition timeline, plus how clients benefit from continuity and expanded services.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/succession-planning-retirement-succession-plan-overview/354484/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/succession-planning-retirement-succession-plan-overview/354484.png","ImageObject",442,249,{"name":42,"@type":43},"McQueen","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-28","2026-09-22",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",11,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What is a succession plan for a financial advisor?","Question",{"text":63,"@type":64},"A succession plan lays out how the advisor will transition their practice and ensure clients are well taken care of during retirement. It is positioned as the last fiduciary requirement to clients.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How does Marshall Financial Group support the retirement timeline?",{"text":68,"@type":64},"For a quick retirement, it supports retirement announcements and client connection to ensure comfort with the transition. For gradual retirement, it creates a phased strategy for joining or merging with the team.",{"name":70,"@type":61,"acceptedAnswer":71},"What happens to clients after the initial transition?",{"text":72,"@type":64},"Clients are onboarded through a defined process that prepares paperwork, monitors account transitions, and sends welcome letters. After official onboarding, clients receive quarterly performance reporting and then regular reviews with a new advisor.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},354484,1791741433,{"code":4,"msg":82,"data":83},"success",[84,87,92,97,102,107,112,117,122],{"id":55,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":85,"slug":86},90,"presentations",{"id":88,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},12,"Resumes",80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},14,"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":55,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":113,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":140},5909890329169,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","WHAT IS YOUR  \nSUCCESSION PLAN?  \nClients aren’t the only ones who need a retirement strategy.  \nYou’ve spent what seems like a lifetime building a successful business. Have you made time to think about your succession plan? It’s never too early to consider what your transition into retirement will look like, and how you will make sure your clients will be well taken care of, too.  \nStart planning foryour retirement today with Marshall Financial Group.  \nSchedule a call  410.563.1044  [pete.marshall@mftransitions.com](pete.marshall@mftransitions.com)  mftransitions.com  \nTABLE OF CONTENTS  \n03. Introduction to Marshall Financial Group  \n\n| 04. What is your succession plan? |\n| --- |\n| 05. Why Marshall Financial Group? |\n| 06. What is your retirement timeline? |\n| 07. The transition process |\n| 08. How will your clients’ benefit? |\n| 09. FAQs |\n| 12. About Marshall Financial Group |\n\n18. Contact us  \n2  \nINTRODUCTION TO  \nMARSHALL FINANCIAL GROUP  \nHello!  \nAs an independent financial advisor, you’ve likely spent years helping your clients build their retirement plans. It may now be time to consider planning your transition to retirement. Implementing a succession plan is your last fiduciary requirement to your clients and whether you are looking for an immediate buy/sell agreement or a more gradual, strategic approach to retirement – we can help.  \nMarshall Financial Group is an independent wealth management and Registered Investment Advisor (RIA) dedicated to growing and protecting our clients’ financial assets throughout every phase of life. We’ve built a streamlined process for helping advisors like you ease into retirement by providing a customized succession strategy for both you and your clients. We can work with you to determine a fair value and payment structure for your practice based on industry standards and your succession timeline.  \nLet us help you start planning for your retirement today. For more information, please contact me directly at 410.563.1044 or via email:  \n[pete.marshall@mftransitions.com](pete.marshall@mftransitions.com) .  \nPete Marshall  \nManaging Partner, Senior Financial Advisor  410.563.1044  \n [pete.marshall@mftransitions.com](pete.marshall@mftransitions.com)[ ](pete.marshall@mftransitions.com) [mftransitions.com](mftransitions.com)  \n3  \n WHAT IS YOUR SUCCESSION PLAN?   \nYou’ve spent what seems like a lifetime building a successful business. Have you made time to think about your succession plan though? It’s never too early to consider what your transition into retirement will look like, and how you will make sure your clients will be well taken care of, too. Implementing a succession plan is your last fiduciary requirement to your clients and whether you are looking for an immediate buy/sell agreement or a more gradual, strategic approach to retirement – Marshall Financial Transitions will get you started today.  \nStart planning for your retirement today.  \n Schedule a call  410.563.1044  [pete.marshall@mftransitions.com](pete.marshall@mftransitions.com)  mftransitions.com  \n4  \n [mftransitions.com](mftransitions.com)  \n WHY MARSHALL FINANCIAL GROUP?   \n“  \nI didn’t want to retire until I knew my clients were in good hands. Now that they’re with Marshall Financial, I can rest easy. Even without me, they’re still being treated by professionals who understand how to deliver outstanding client service.”  \n—Tom W.  \nMarshall Financial Group has built a streamlined process for helping advisors like you retire with a customized succession strategy for both you and your clients. We will work together with you to determine a fair value and payment structure for your practice based on industry standards and your succession timeline.  \n MFG’S NUMBERS AT A GLANCE†   \nAUM  \n$600M  \n$500M  \n$400M  \n$300M  \n$200M  \n$100M  \nYEAR GROWTH %  \n\n|  |  |\n| --- | --- |\n| |  |\n| |  |\n| \u003Cbr>$339M\u003Cbr>|  |\n| \u003Cbr>$245M\u003Cbr>|  |\n| \u003Cbr>$167M | \u003Cbr>$213M |\n|  |  |\n\n$526.1M  \n$428M  \n2018 2019 2020 2021 2022 2023  \n28% 15%","cbCail5DgBuadweF","https://ap.wps.com/l/cbCail5DgBuadweF","pdf",2514145,"English","# Introduction to Marshall Financial Group\n# What is your succession plan?\n# Why Marshall Financial Group?\n# What is your retirement timeline?\n# The transition process\n## How does the transition process work?\n## What happens after the initial transition?\n# How will your clients’ benefit?\n# FAQs\n# About Marshall Financial Group\n# Contact us","[{\"question\":\"What is a succession plan for a financial advisor?\",\"answer\":\"A succession plan lays out how the advisor will transition their practice and ensure clients are well taken care of during retirement. It is positioned as the last fiduciary requirement to clients.\"},{\"question\":\"How does Marshall Financial Group support the retirement timeline?\",\"answer\":\"For a quick retirement, it supports retirement announcements and client connection to ensure comfort with the transition. For gradual retirement, it creates a phased strategy for joining or merging with the team.\"},{\"question\":\"What happens to clients after the initial transition?\",\"answer\":\"Clients are onboarded through a defined process that prepares paperwork, monitors account transitions, and sends welcome letters. After official onboarding, clients receive quarterly performance reporting and then regular reviews with a new advisor.\"}]","Succession-Planning - Retirement Succession Plan Overview | PDF",1790111067,6]