Ross Marshall has been helping individuals, families, and small businesses plan for their financial security needs for more than seven years. As Associate Partner for Keystone Advisory Solutions, he is a key member of the staff that prides itself on delivering unsurpassed client service. The KAS Team, and in partnership with the LiveAmerica marketing organization, have affiliated themselves with world-class companies who specialize in providing their clients with alternative solutions to traditional insurance and financial products by offering Living Benefits you don’t have to die to use.
Ross utilizes a “hands-on”, consultative approach in assisting his clients achieve their financial goals and objectives. State of the Art Analysis Tools are used to evaluate client’s present and future financial needs, goals, and risk tolerance to help them make sound decisions, resulting in a fully customized portfolio. His commitment to this approach is what separates Ross from many other industry professionals.