The Martin Financial Group Mission:
To provide successful hard-working families financial peace of mind,
empowering them to live more prosperous lives and the realization of a secure retirement,
by implementing a uniquely tailored strategy that aligns with their goals.”
Our Planning Philosophy:
- We likely care more about you and your money than anyone who doesn't share your last name.
- We will challenge and guide you to think about areas of planning you may not have considered.
- We will help you determine and define realistic goals and put them into writing and hold you accountable in achieving these goals.
- We will prepare a written financial plan corresponding to your personalized goals.
- We will review regularly with you to update/adjust your written financial plan.
- We will create continuity of your financial plan for your family and future generations.
- We will provide referrals to other professionals to meet your needs (CPAs, attorneys, real estate professionals, etc.).
- We promise to always be honest and do what is in your best interest.
