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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Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Building Your Legacy
A four-step framework for building a personal legacy.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Tips on insuring your teen driver.
In the face of divorce, making changes to insurance coverage may be overlooked.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The uncertainties we face in retirement can erode our sense of confidence.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
The market is as unpredictable as the weather. We’d love to help you prepare.
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.