Confident. Tax-Smart.
Ready for Retirement.

Retirement planning built on a fiduciary foundation. We help people 50+ simplify taxes, income, investments, and healthcare through our signature SmartWealth System™.

Wondering if your money will last, Am I paying too much in taxes, or what should I do with my 401k, Investments or Social Security?

Jeff and Suzy finally have a Tax-Smart Retirement Plan

Google Reviews

What People Are Saying

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brandon cox profile picture
brandon cox
7 August 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very professional and solved my problems
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Jared Hall profile picture
Jared Hall
26 March 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jim has been most helpful in discussing saving and retirement with my wife and me. He is very knowledgeable and professional in his field, but he is not afraid to tell you the truth about your finances. I would recommend Martin Wealth Solutions to anyone that is looking to be smart with their retirement!
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John Brozovsky profile picture
John Brozovsky
27 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Talked with a number of financial advisors. This one listens and is a fiduciary.
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Betsy Hagan profile picture
Betsy Hagan
27 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Martin Wealth Solutions has served as an excellent fiduciary in managing my retirement accounts. The advisors have improved my financial security and I have the utmost confidence in their financial advice. I highly recommend MWS.
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Dean Hulsing profile picture
Dean Hulsing
13 August 2016
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
This place is awesome, Jim is such a nice guy!
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Claudia Goodwin profile picture
Claudia Goodwin
22 March 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jim Martin and his team do an outstanding job.
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Ken158 profile picture
Ken158
22 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I am a newer client but satisfied with friendly staff, portfolio goals and objectives
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Tony Conner profile picture
Tony Conner
5 March 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jim is the only reason I can retire so easily. They truly are the Best.
Posted on Google Google
Jim Perini profile picture
Jim Perini
27 November 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We've been working w/ Jim Martin and Team for several years in planning our retirement and managing our funds. Everyone is always professional and extend themselves to ensure you understand the plan they've built for you. Always willing to discuss details, they're excellent at educating you in the finer points of fund management and strategies.
Posted on Google Google
ROB BARNETT profile picture
ROB BARNETT
21 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I got pied today. Thanks a bunch my family coming in for the holidays they will enjoy. What a nice personal touch to investing!!!

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3

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