Wealth management is the practice of helping clients determine what is truly important to them, then developing an action plan to help them realize their goals.
At Martin Financial we want to help you create and manage your total financial picture.
We do this by integrating investment management, financial planning, estate planning, and tax planning into your personal wealth management.
Investment Management is the professional management of various securities and assets, to meet the specific investment goals of a client. Investment management is both an art and a science.
Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning is a process, not a product. What actually happens during the financial planning process?
Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence.
In tax planning we work with our clients by looking at the whole financial picture. We don’t just take into account their W-2’s and charitable deductions from their most recent tax year. We look years into our client’s financial futures to make sure we are taking the right steps now.