Marlys Nash at Summit Global Private Wealth

01/29/2024

Congratulations to my new firm! Opportunities for clients and advisors available. Contact me to learn more.

SGI named a Top 10 RIA Company in 2023. Our proprietary Managed Risk ApproachTM minimizes surprises through its critical focus on managing unforeseen risks. https://lnkd.in/gfPwxDQc

11/02/2023

10/30/2023

Do you need help choosing the Medicare plan that is right for you? Contact me. I have partnered with Ash Brokerage and in addition to the other financial services I offer, I can now help with Medicare.

Did you know that Medicare Advantage and Prescription Drug Plans have an annual open enrollment period between October 15th & December 7th.

Medicare has four parts:
• Part A: Hospital Insurance
• Part B: Medical Insurance
• Part C: Medicare Advantage plans, which is coverage from private insurance companies to provide coverage for Parts A & B
• Part D: Prescription Drug coverage

Many people think enrolling in Medicare is enough, not realizing that there are several items not covered, including:
• Deductibles
• Coinsurance
• Co-payments
• Dental/vision/hearing
• Long-term care
• Healthcare outside the United States

Contact me to discuss your Medicare or other financial needs.

09/13/2023

I’m happy to share that I’m starting a new position as Senior Financial Advisor at Summit Global Private Wealth!

09/12/2023

After 13 years with the same firm, I have made a transition to Senior Financial Advisor with Summit Global Private Wealth. I have worked very close with SGI as a third-party manager for over a decade and it has been a huge blessing to my clients and of course my family. Now my team and I are extremely excited to add everything SGI offers and continue to build on their evolving platform.

Our memories of over a decade are filled with so many great friends and strong relationships. I am very grateful for the opportunity and now it's time to expand and grow once again.

As always for individuals, families and business owners, my door is always open and I would love to talk!

07/17/2023

If you don't know where you are going you might wind up someplace else. - Yogi Berra

Do you know where you are headed in retirement? Do you need help planning? Call me for a no cost consultation!

06/30/2023

The 4th of July is a fun holiday. But let’s always remember that our freedom to have fun comes with the responsibility to act virtuously towards everyone! Happy Independence Day

06/12/2023

You can't go back and change the beginning, but you can start where you are and change the ending. - C.S. Lewis

05/22/2023

“The sure way to miss success is to miss the opportunity.” Victor Chasles

We have an opportunity that will make your dreams attainable. Call me to learn more.