Broker Check

Martin Financial Group

Wealth Vision

Our Process

Here at Martin Financial Group we pride ourselves on the relationships we’ve built with our clients. Because our relationships are measured in decades, we find that the investment process is a never ending cycle.

Our Promise to You

  1. We will teach as we go and answer all of your questions throughout the process.
  2. We will think of your needs rather than our own and operate with the highest level of integrity.
  3. We will do whatever it takes to help you and your family pursue your financial goals.

Our 3 Rules

  1. There is no such thing as a stupid question. If you don’t understand something, please stop us so we can clarify and get you up to speed.
  2. We will never pressure you into a decision. If you want to weigh your decision for a week, month or year, we’ll be here waiting for you.
  3. Before any of your money is invested, we will discuss all the risks, costs and benefits so you can make an informed decision.

This is your life and your money. We may challenge your thinking, but in the end, it is your money and your decision on how to invest and plan for your future.