The Martin Financial Group

With purpose and intentionality, our firm creates meaningful lives for our clients, their families, and our team members.

 

Respectfully challenging you and holding you accountable along the path to achieving your goals.

The Martin Financial group is a leading financial service team that utilizes a network of specialists to create a uniquely tailored strategy that will give you and your family financial peace of mind. Our team specializes in partnering with affluent businesses and families to provide clarity around the financial planning for their most critical life events, specifically retirement income distribution, business succession, and estate planning.

Team

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.