Broker Check

Martin Financial Group

Wealth Vision

Meet the Martin Financial Group Team Born in Kansas City, Growing Nationwide Our Focus on Investing for Women Wealth Management Tools

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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Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Rightsizing for Retirement

What does your home really cost?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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