Episodes
Monday Jun 04, 2018
Wealth Preservation and Legacy Planning with Michael Marion
Monday Jun 04, 2018
Monday Jun 04, 2018
Michael is the Founder and President of Marion Consulting, LLC which is currently celebrating 38 years of service. He has limited his practice to focusing on Family Wealth Transfer, Philanthropic Planning, Business Succession and Executive Benefit needs of high net worth families and successful closely held businesses.
Michael’s firm has established relationships with a unique network of top performing professionals from every relevant professional discipline. They collaborate with the “best of the best”. The result is an all-star team of financial, insurance, legal and tax experts with specialized, cutting edge and long-term experience working with high net worth clients and closely held business enterprises.
The Firm has developed substantial business interests in Southern California, Phoenix and Scottsdale, Arizona.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
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