Welcome to Martin Financial Group
Everything we do is aimed at helping our clients pursue their financial goals and delivering a better investment experience.
The way we do this is by understanding each of our client’s specific needs and tailoring a personalized plan to address them. We utilize sophisticated portfolio construction techniques to build customized portfolios that focus equally on reducing volatility and expenses as much as trying to produce good returns. Our portfolios blend a diverse group of investments together to make one broadly diversified investment portfolio that’s built for all seasons*. We handle the daily maintenance of adjusting and navigating through the many challenges that the world’s markets present us. This is how we hope to give our clients confidence with their investments and their financial future.
We help address life's financial issues so that our clients can focus on living well. Would you like to be one?
*Investing is subject to risk which may involve loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding how capital gains are taxed may help you refine your investment strategies.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here’s a guide to explain all the parts of Medicare.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women must be ready to spend, on average, more years in retirement than men.
The market is as unpredictable as the weather. We’d love to help you prepare.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.