Today's financial waters can be rough. At New River Financial Group, LLC our goal is simple: Help our clients live more enjoyable lives with a little help from smarter financial planning.
Now, more than ever, individuals are tired of financial advisors who are not 100% focused on their goals. New River Financial Group has a fiduciary responsibility to always place our clients’ interests ahead of our own. We deliver sophisticated portfolio management, no proprietary products, personal relationships, and holistic financial planning.
Plan Well. Retire Happy .That’s New River Financial Group
A Word From Our Founder
“It all begins with a plan, and at New River Financial Group, we take financial planning very seriously. Our proprietary planning process builds a financial blueprint that fits your individual needs, starting with sustainable income in your retirement years that is not dependent on the day-to-day performance of the stock market.” - Jim Martin, Founder and CEO
Investors have a unique vision for their retirement lifestyle. So why do most investors and financial advisors take the same cookie-cutter approach to this very important planning process? While very important, retirement income planning is not solely about your investments.
Our proprietary Retirement Blueprintprocess puts your unique vision first, statistically analyzing every component of your financial situation. With a fair degree of certainty, our system will display the likelihood of your ability to maintain your desired lifestyle throughout retirement. The Retirement Blueprint analyzes:
1. Your current investment/income strategy
2. Social Security Optimization
- a.Are you really diversified?
- b.How much risk are you taking in your current portfolio?
- c.What risk management system do you have in place to protect against another market crash?
- d.What are your investments costing you and is there a way to reduce fees?
- e.Can your portfolio keep up with inflation?
3. Pension Optimization
- a.When is the best time for you to take Social Security?
4. Required Minimum Distribution (RMD) Planning
5. Rental Properties/Income
6. Tax Situation and Strategies
7. Surviving Spouses Needs
8. Healthcare/Catastrophic Illness Risk
9. Estate Planning Issues
10. Business Ownership/Interests
This one-of-a-kind analysis will show you, in plain and simple terms, where you stand today. From there,New River Financial Group can advise you on what can be done to optimize your financial situation.
We have been featured in the following publications:
Jim S. Martin, RFC, AAMS
Financial Advisor & Founder
Jim Martin is a financial advisor focusing on retirement solutions and asset preservation strategies.After spending several distinguished years with a nationally recognized brokerage firm, Mr. Martin founded New River Financial Group. His philosophy is to keep his client's needs at the center of every decision. For Jim, financial planning is more than strategies and statistics, it's about creating enduring personal relationships with his clients to help them live their dreams.
Mr. Martin is a local resident with his wife Theresa and son Kyle, and is active in his church as well as a number of local civic, community, and professional organizations
Jim L. Martin
Financial Advisor & Partner
Jim Martin is an experienced professional located in Salisbury, North Carolina - managing our North Carolina operations. As a business professional he has developed the ability to maintain long standing relationships with clients over the course of his career. It's these relationships which form the cornerstone of a successful financial services business, and represents Jim's vision as a partner in New River Financial Group.
Jim and his wife, Freeda, have two children and three grandchildren. They enjoy traveling, gardening, fishing, white-water rafting, reading, movies and spending time with family and friends.
Events are coming soon
704 W. Main St.
Radford, VA 24141
4806 Pleasant Hill Dr., Suite 101-B
Roanoke, VA 24018
New River Financial Group, LLC (“New River”) is a registered investment adviser offering advisory services in the State of Virginia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisor services to persons of another jurisdiction unless other permitted by statue. Follow-up or individualized responses to consumers in a particular state by New River in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of New River, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.