Portfolio Review
Martin Financial Solutions believes that the best advertising is provision of knowledge to the community. Therefore, a complimentary one-hour portfolio review is provided to prospective investor clients. This review can be account-specific or a general discussion of economic trends and cycles.
Rollovers
A rollover from a 401(k) custodian should be easy. Many custodians have made rollovers more difficult than they need to be, often times unnecessarily subjecting client assets to taxes. Martin Financial Solutions will provide a free 3-way phone call with the client and custodian in order to maximize client retention of tax-advantaged assets.
Estate, Risk, and Business
Although not a law firm or an insurance broker, Martin Financial Solutions believes a comprehensive approach involves estate planning, risk management, and sometimes small business planning. Martin Financial Solutions will coordinate with legal professionals, and help clients manage unexpected events in life. Assistance is also provided to business owners seeking to retain the fruits of their labor within their estates.