Broker Check



Martin Financial Group

Wealth Vision


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.


Click the image below to find out more about who we are.



Helpful Content

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.

Understanding Homeowners Insurance

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

 

TIPS for Inflation

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

Tying the Knot

With the right planning, you can build confidence in the life you’re building together.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Pullbacks, Corrections, and Bear Markets

Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.

3 Estate Challenges for Blended Families

If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.

View all articles arrow

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Surprises

Making the most of surprises is a great reason to work with us.

When Markets React

When markets shift, experienced investors stick to their strategy.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

View all videos arrow