Broker Check

Martin Financial Group

Wealth Vision

Tax Planning

We will work with you and your tax adviser to create as much tax efficiency in your portfolio as possible. If you don’t have a tax professional and need one, we will be happy to refer you to someone that can help.  At the beginning of every year, you will receive a consolidated 1099 statement informing you of any tax liabilities you incurred in the previous year. If you have a tax professional, they will need this form in order to accurately file your taxes. 


The Power of Tax-Deferred Growth

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