Marcy Furney has been a financial planner for over 30 years and has worked in several areas of the financial services industry including large corporate management benefit plans and non-qualified deferred compensation programs. Her clients are primarily individuals, business owners and key executives with whom she works to develop strategies in the following areas:
- Pre-retirement and Post-retirement Planning – including retirement income distribution and rollovers of company plans
- Wealth Accumulation and Management
- Investment Planning
- Estate Planning
- Small Business Retirement Plans
- Risk Management – Life, Disability, and Long Term Care Insurance
Marcy helps her clients seek financial freedom and independence through establishing clear goals and financial discipline. She works with clients to prepare plans that are specific to each person’s desires, needs, time frames and risk tolerance. Marcy is committed to educating her clients to make well-informed decisions and encourages them to actively participate in all aspects of the planning process. Her services include preparing fee plans , hourly consulting, managed accounts, opening accounts and obtaining outside services for plan implementation, investment accounts, and benefit plans for small business.
Marcy graduated Summa Cum Laude from Texas Tech University with a Bachelors of Arts degree and attended graduate school at the University of Texas in Austin. She holds the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant and Certified Fund Specialist designations and works to consistently increase and update her own knowledge. As a contributing author to Personal Finance; Turning Money into Wealth, a college textbook published by Prentice Hall, she has been able to share practical planning ideas with students across the United States.
Marcy is active in her church and other mission activities including mentoring of prisoners through Exodus Prison Ministry. She resides in Plano, TX, with her husband and Scooter, the rescue cat. Marcy is a registered representative of LPL Financial.