
Retirement today looks different. For many people, it can span 25–30 years which is long enough to match an entire career. That means the decisions you make now matter more than ever.
In this 45-minute session, Scott Marshall will walk through the new realities of retirement and the practical steps you can take to ensure stability and clarity throughout the years ahead.
Individuals within 5–15 years of retirement
Retirees in their early years who want to fine-tune their strategy
Business owners and professionals preparing for a transition
Couples reviewing long-term goals and financial planning

Learn how the forces reshaping retirement affect your finances and lifestyle.

Discover how to prepare for a longer life while maintaining the lifestyle you want.

See what each stage looks like and understand the financial considerations for each.

Learn how to manage risk, maintain income, and support the people and goals that matter most.
As a Financial Planner with Edward Jones, Scott Marshall helps families make confident, well-coordinated financial decisions that stand the test of time. He works closely with clients’ accountants, lawyers, and other professionals to ensure every part of their plan - including investments, taxes, and estate considerations - works together seamlessly.
With a steady, relationship-driven approach and a dedicated team behind him, Scott provides the structure and guidance needed to turn uncertainty into clarity and help families prepare for a retirement that feels purposeful and well-organized.