About Beth         Check your broker here: http://brokercheck.finra.org/

About Beth - APS for Life - Beth_Marshall_copy3_1_Since 1994, Elizabeth Marshall has lectured to thousands of people about numerous financial topics from Basic Investing to Medicaid planning to Women & Investing.
In addition to her bachelor’s and master’s degrees in Business Management and Construction Management, she received her most valuable education working six years at Sigma Financial Corporation’s headquarters as a case planning consultant. There she coached, trained, provided investment advice and strategies and made financial planning recommendations to hundreds of investment professionals across the nation. Her clients are now the recipients of this valuable real-world training.
Beth’s role as a financial coach is to train, instruct and expand her client’s ability to take action. She provides a system for reaching lifelong financial and personal goals, and takes time to personally educate. Her clients feel comfortable, confident and in control of their financial decisions.
As a truly independent consultant, Beth is able to custom fit her clients with a wide variety of solutions for their particular needs, without having to conform to what a large corporation might dictate. She does not have to fit a square peg into a round hole to “force” an investment fit that may not be in the best interest of her clients.
Unlike a menu-driven Corporate America, phone calls go directly to her desk or her personal assistant, rather than through myriad option menus that are confusing and waste time. Beth’s promise is to personally return every client’s call within 24 hours
if not sooner.
Beth is committed to helping her clients create economic abundance and peace of mind about their money.
HOW SHE IS PAID – After your FREE consultation Beth is paid from:
  • Fee-based asset management
  • Hourly fee for advice
  • Comprehensive financial planning
  • Commissions- based (paid by a company)
*Securities offered through Sigma Financial Corporation; Member FINRA/SIPC. Investment advisory services offered through Sigma Corporation, a registered investment advisor.

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