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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Mary Pettitt profile picture
Mary Pettitt
30 November 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jim and Sam are valued teammates in helping us achieve our retirement goals. They’ve helped us focus on our goals and check in frequently to make sure the goals haven’t changed. I’ve heard others speak of frustration in getting in touch with their financial advisors and that’s not the case with Martin Wealth. They touch base with us regularly and have always been responsive when I’ve contacted them. They treat you like family rather than just an account number. Highly recommend.
Posted on Google Google
Frank Scammell profile picture
Frank Scammell
26 November 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great folks!! Helping me retire early!! Jim , Sam and the whole staff have been nothing but wonderful. They helped is get our retirement plan on track and helped us get our documentation squared away in the event something happens to one or both of us. I recommend these people to help you as well.
Posted on Google Google
Bobby Linkous profile picture
Bobby Linkous
21 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Everybody is very friendly, helpful and good to work with. Would recommend you to anybody
Posted on Google Google
Daniel Mays profile picture
Daniel Mays
7 February 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jim and his team are absolutely top notch. They are very knowledgeable, professional and trustworthy. The Health and Wellness planner, Theresa is an added bonus. She helped us make the transition to Medicare smoothly in a very complicated situation. She takes all of the confusion out of the process. What an unexpected added benefit of working with Martin Wealth Solutions! She and the whole team are so easy to work with and so supportive and success oriented. I just wish I had found them earlier.
Posted on Google Google
julie fraze profile picture
julie fraze
21 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Responsive to concerns and needs. Keeps us up to date on our finances. We would recommend Jim Nartin for your investment needs.
Posted on Google Google
Mike Carlton profile picture
Mike Carlton
6 February 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Sam is excellent. Always caring. Gives us information that is helpful and a great comfort.
Posted on Google Google
Museum Admin: Sue Hossack profile picture
Museum Admin: Sue Hossack
9 February 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I have been going to Jim Martin and Sam Benson for several years and have been very happy with the service I get. Sam listens to my concerns and gives me good suggestions . He follows up well.
Posted on Google Google
DAVE DEISHER profile picture
DAVE DEISHER
27 April 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very responsive and professional. They always stay on top of changes or information request.
Posted on Google Google
steffen abrahamsen profile picture
steffen abrahamsen
21 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We have easy access to questions ,planning,and good advising that is well organized.They are prompt in returning calls and we like the family atmosphere.
Posted on Google Google
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.

How can I reduce my taxes in retirement?

Are my investments in the right place?

Will I run out of money in retirement?

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1

Step #1

Get Your Free SmartWealth Assessment

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2

Step #2

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3

Step #3

Put Your Plan Into Action

We do the heavy lifting so you can retire with confidence — and keep refining the plan as your life changes.
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The Martin Wealth Difference

Experts in helping people aged 50+ lower taxes, invest smarter, and maximize income.

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