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# Markle Financial

Markle Financial is committed to the long-term financial success of our clients.

## Sitemaps

- [XML Sitemap](https://marklefinancial.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Blog Masonry](https://marklefinancial.com/blog-masonry/)
- [Personality and Risk Assessment](https://marklefinancial.com/personality-and-risk-assessment/) - Personality plays a significant role in your Risk Assessment. It boils down to how you view money. Whether you view it as a means of payment for services you have provided or if you have sentimental value attached to money. Your view of money plays an essential role in setting up a portfolio that is
- [How We Are Different at Markle Financial](https://marklefinancial.com/how-we-are-different-at-markle-financial/) - At Markle Financial, we are a registered investment advisory firm. And that is different from a broker-dealer. We pride ourselves on sitting on your side of the table, never the opposite side, helping you go through your financial questions and make decisions that are valuable for your life.
- [Planning for Your Kid's Education](https://marklefinancial.com/planning-for-your-kids-education/) - An education can take many different forms. Traditionally, we think of savings for college. 529 plans are often a topic that comes up frequently and is convenient for grandparents and other family members. Plus, they grow tax-free for some time. However, alternative ways to save for helping your child through school include a Roth IRA
- [What is a Personal CFO](https://marklefinancial.com/what-is-a-personal-cfo/) - A Personal CFO, or Chief Financial Officer, is a financial professional who provides comprehensive financial management and advisory services to individuals, families, and high-net-worth individuals. The role of a Personal CFO is similar to that of a traditional CFO in a business; however, the focus is on the financial well-being and goals of an individual
- [Taxable Investment Accounts](https://marklefinancial.com/taxable-investment-accounts/) - Let's talk about taxable investment accounts. We're not speaking of pre-tax or Roth, like retirement accounts, but transitioning into an individual or joint account, like with a husband and wife. Let's explain how those types of accounts are taxed. Taxable investment accounts are taxed in many ways. We have capital gains tax, ordinary income tax
- [Retirement: From Savings to Income](https://marklefinancial.com/retirement-from-savings-to-income/) - Here's a retirement example using a case study: As an advisor, we need to understand what clients are bringing in from sources like pensions, businesses, rental properties, and Social Security. We consider what you are making while you were working, by adding up what you have coming in, and recommend you consider that you probably
- [Savings Reserve Common Sense](https://marklefinancial.com/savings-reserve-common-sense/) - Imagine your savings account as a safety net, a financial cushion that can protect you from unexpected expenses or income disruptions. But how much should you have in this safety net? It really depends on your stage of life and your expenses. Generally, a good rule of thumb is to have anywhere from three to

## Pages

- [Home](https://marklefinancial.com/) - As an independent and seasoned professional on personal and business finances, Markle Financial simplifies the complexities of wealth management, and offers comprehensive resources across tax planning, investment, retirement planning, and estate planning. As a personal CFO, Markle Financial streamlines wealth management through a holistic, personable, and robust approach.
- [About Us](https://marklefinancial.com/about-us/) - We Offer a Customized Client Experience Markle Financial is committed to the long-term financial success of our clients. Our wealth management services provide practical, customized solutions for a variety of financial needs – whether you’re looking for a trusted financial advisor, a personal CFO, tax mitigation, retirement planning support, or help for a personal challenge,
- [Monique Schulman](https://marklefinancial.com/monique-schulman/) - Monique Schulman Chief Compliance Officer Monique brings more than 30 years of experience across the financial services industry, with a career spanning sales, advisory, trading, operations, and compliance leadership. Her broad background provides a comprehensive, front-to-back understanding of the operational, regulatory, and supervisory requirements of investment firms. She began her career in client-facing and
- [Andrew Jang](https://marklefinancial.com/andrew-jang/) - Andrew Jang, CPA Alternative Investments CPA Andrew Jang brings multi-disciplinary experience across corporate finance, accounting, venture capital, and M&A, offering a global, numbers-first perspective on private markets. At Markle Financial, he leads alternative investments and finance, overseeing strategy, diligence, and execution across complex investment structures. Andrew began his career at KPMG in Audit &
- [Amy Vavra](https://marklefinancial.com/amy-vavra/) - Amy Vavra Finance & Operations Manager 307-721-1725 amy@marklefinancial.com Amy brings an energetic, detail-oriented approach to client service, bookkeeping, and operations at Markle Financial. She supports both clients and advisors by ensuring records, accounts, and internal processes are handled accurately and efficiently, helping the firm run smoothly day to day. Known for her positive attitude
- [Jonathon Chapman](https://marklefinancial.com/jonathon-chapman/) - Jonathon Chapman Operations Associate 307-721-1725 jonathon@marklefinancial.com Jonathon joined Markle Financial in September 2024, bringing nearly a decade of management experience from Walmart, where he held multiple operational and leadership roles. Most recently, he served as a Digital Operations Manager, supporting teams in the implementation and troubleshooting of emerging technologies within the digital fulfillment space.
- [Rob Teague](https://marklefinancial.com/rob-teague/) - Rob Teague Senior Partner, Private Client Group 307-721-1725 rob@marklefinancial.com Schedule a Consultation Rob Teague serves as Senior Partner at Markle Financial, bringing nearly 25 years of experience in guiding high-net-worth families and multi-generational clients through complex financial decisions. Known for his client-first mindset and commitment to excellence, Rob has built enduring relationships that span decades,
- [Shannon Markle](https://marklefinancial.com/shannon-markle/) - Shannon Markle, CRPC Founder & President 307-721-1725 shannon@marklefinancial.com CRPC DESIGNATION Schedule a Consultation I have a passion for business and investments that has been part of me for as long as I can remember. When I was around 9 years old, my dad owned a salvage yard. Here I had the chance to watch him
- [Taylor Barton](https://marklefinancial.com/taylor-barton/) - Taylor Barton Partner, Client Service & Operations 307-721-1725 taylor@marklefinancial.com Schedule a Consultation Taylor Barton serves as Partner at Markle Financial, where he plays a pivotal role in delivering client service excellence and leading the firm’s advisory operations. Joining the firm in 2020 as its first hire, Taylor has been instrumental in building Markle Financial alongside
- [Joe Schwartz](https://marklefinancial.com/joe-schwartz/) - Joe Schwartz Investment Advisor Representative 307-721-1725 joe@marklefinancial.com Schedule a Consultation Joe joined the Markle Financial team in May 2023 as an intern and transitioned to a full-time Advisor Associate after earning his Bachelor’s degree in Economics from the University of Wyoming. He holds his securities license and supports the advisory team through financial planning preparation,
- [Our Process](https://marklefinancial.com/our-process/) - Here’s what you can expect when you schedule a free consultation with Markle Financial. Schedule a Consultation 1st Appointment For your first consultation appointment, we meet with you virtually or at our office in Laramie, WY. The purpose of your first consultation appointment is to gain insight on you and your life goals.
- [Contact Us](https://marklefinancial.com/contact-us/) - Get in Touch If you would like to schedule a free consultation or have a question, fill out the form below and a member of our team will reach out to you. Δ Contact Details 506 South 21st Street Suite 101 Laramie, WY 82070 307-721-1725 Monday-Friday: 8am - 5pm
- [Our Services](https://marklefinancial.com/our-services/) - A Tailored Approach to Financial Services Because we tailor our services to your needs, it is flexible and can be changed as your life changes. We listen closely to your feedback and stand ready to help you make informed decisions about major purchases and financial decisions. Schedule Your Free Consultation Practical Wealth Management Solutions Our

## Portfolio

- [Small Business Employer Retirement Plans](https://marklefinancial.com/portfolio-item/small-business-employer-retirement-plans/) - We’re proud to help fellow small business owners manage every aspect of their 401(k) and pension plans.
- [Tax Strategies & Minimization](https://marklefinancial.com/portfolio-item/tax-strategies-minimization/) - Tax strategies and minimization services involve understanding your financials such as estimated revenue, anticipated inheritance, while looking into your future financial situation.
- [Tax Mitigation & Planning](https://marklefinancial.com/portfolio-item/tax-mitigation-planning/) - No one wants to pay more in taxes than absolutely necessary.
- [Charitable Giving](https://marklefinancial.com/portfolio-item/charitable-giving/) - At Markle Financial, we help to ensure that your philanthropic giving has its fullest impact.
- [Investment and Wealth Management](https://marklefinancial.com/portfolio-item/investment-and-wealth-management/) - Successful investing can be key to helping you achieve your financial goals. We draw on deep expertise and decades of team experience to manage investment portfolios that are designed to help meet your unique needs with as little risk as possible.
- [Large Business Employer Retirement Plans](https://marklefinancial.com/portfolio-item/large-business-retirement-plans/) - We’re proud to help fellow owners manage every aspect of their 401(k) and pension plans.
- [Retirement Income Management](https://marklefinancial.com/portfolio-item/retirement-income-management/) - When it comes to retirement planning, building your nest egg is only half the equation. We also help you determine how much to save in order to retire with the confidence that you won't outlive your assets.
- [Alternative Securities: Real Estate Investment](https://marklefinancial.com/portfolio-item/alternative-securities-real-estate-investment/) - At Markle Financial, we can help you manage depreciation and expenses in ways that add value to your well being.
- [Estate Planning](https://marklefinancial.com/portfolio-item/estate-planning/) - We understand you want your heirs to receive the greatest amount of your wealth possible, in an easy and efficient manner.
- [Cash Flow Analysis](https://marklefinancial.com/portfolio-item/cash-flow-analysis/) - Cash flow analysis can be beneficial for both an individual and for a business.

## Events

- [The Lecture "Earnings Increase"](https://marklefinancial.com/event/the-lecture-earnings-increase/) - Dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernaturaut odit aut fugit, sed quia consequuntur. Dicta sunt explicabo.
- [The Lecture "Business Planning"](https://marklefinancial.com/event/the-lecture-business-planning/) - Dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernaturaut odit aut fugit, sed quia consequuntur. Dicta sunt explicabo.
- [The Lecture "Goal Achievement"](https://marklefinancial.com/event/the-lecture-goal-achievement/) - Dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernaturaut odit aut fugit, sed quia consequuntur. Dicta sunt explicabo.

## Categories

- [Risk Assessment](https://marklefinancial.com/category/risk-assessment/)
- [About Markle Financial](https://marklefinancial.com/category/about-markle-financial/)
- [Saving for College](https://marklefinancial.com/category/saving-for-college/)
- [Personal CFO](https://marklefinancial.com/category/personal-cfo/)
- [Taxes](https://marklefinancial.com/category/taxes/)
- [Investment Accounts](https://marklefinancial.com/category/investment-accounts/)
- [Markle Financial](https://marklefinancial.com/category/markle-financial/)
- [Retirement](https://marklefinancial.com/category/retirement/)
- [Savings](https://marklefinancial.com/category/savings/)

## Tags

- [Tips](https://marklefinancial.com/tag/tips/)
- [Tax](https://marklefinancial.com/tag/tax/)

## Portfolio Categories

- [Services](https://marklefinancial.com/portfolio-category/services/)

## Testimonials Categories

- [Testimonials 1](https://marklefinancial.com/testimonials-category/testimonials-1/)
- [Testimonials 2](https://marklefinancial.com/testimonials-category/testimonials-2/)

## Carousels

- [Clients-1](https://marklefinancial.com/carousels-category/clients-1/)
- [Clients-2](https://marklefinancial.com/carousels-category/clients-2/)

## Event Categories

- [Lessons](https://marklefinancial.com/events/category/lessons/)