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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9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Earnings season can move markets. What is it and why is it important?
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.