Martin Financial Group
Located in the heartland of America, Martin Financial Group was founded on the traditional values of integrity, objectivity and hard work, matched with a commitment to staying in tune with the continually changing investment environment.
We believe planning your financial future is about more than just picking stocks or funds. It’s a complex and personal business based on your individual situation, needs, and goals. Our aim is to grow your assets over time while minimizing risks, and helping you achieve your key financial milestones.
Allowing someone into your financial life is an act of trust. At Martin Financial Group, we pledge to earn your trust, and continue to earn it day after day and year after year. That’s why we make this promise:
- To always act only in your best interest
- To always listen to your needs, questions, & concerns
- To always be helpful as your various financial
- To always be truthful, objective & unbiased.
Working With Experienced Advisors
Step 1: Initial Meeting
We meet to determine if a relationship with us provides value to you and your family. How can we help you?
Step 2: Transition Meeting
After we’ve reviewed your needs, we deliver strategic advice to meet your goals and to efficiently on-board your accounts.
Step 3: 45-Day review
Now that the accounts have transferred, we’ll begin implementing strategies to reach your goals.
Step 4: Ongoing Meetings
We will continue to work with you and your family, providing direction and support as your needs change.
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