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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tom roanoke profile picture
tom roanoke
2 February 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
great advice , great place to do your long term investments and they have a exit strategy which most do not
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Frank Scammell profile picture
Frank Scammell
23 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
The folks at Martins Wealth solutions are great. Knowledgeable and concerned with taking care of my money as if it were their own. Highly recommended for taking care of your retirement concerns.
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Sandy Sayre profile picture
Sandy Sayre
5 November 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I recently had several large scale life changes with work and wanted to get my financial picture in order for retirement. I could not have picked a better company than Martin Wealth Solutions. They immediately make you feel like family and are generally concerned about you personally and what goals you want to achieve in life. They are kind and respectful from the phone calls to the reception at the front desk. Appointments are readily available and the process is not rushed. There is time to consider the information and strategically plan out the goals. Linwood is great to work with and this has been a seamless transition. Would highly recommend.
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Roald Seidemann profile picture
Roald Seidemann
24 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very knowledgeable, friendly staff. They care about your financial future as if it was their own!
Posted on Google Google
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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Mike Clary profile picture
Mike Clary
8 December 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jim and the entire staff at Martin Wealth Solutions are very professional and friendly. They have helped us with sound investment advice and strategy according to our needs and risk comfort level. So far, the performance of our investments with Jim have been quite satisfying. We have found that they are always available and very easy to access when needed. We have also been kept updated with vital information in a very timely manner. Overall, the staff feels like family and we are very pleased with Jim and his staff.
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Roberrt Kinney profile picture
Roberrt Kinney
21 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very accommodating to the needs of clients and well-informed with investment strategies. Staff is extremely friendly.
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.
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PastaLoser profile picture
PastaLoser
3 October 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very helpful and understanding people, did their best to quickly get me the coverage I needed at an affordable price.
Posted on Google Google
Bruce Morris profile picture
Bruce Morris
12 December 2023
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 have been great to work with since we started using their services over 10 years ago. They are knowledgeable of investments and retirement planning options, and have very friendly, competent advisors and staff. We highly recommend working with them.

How can I reduce my taxes in retirement?

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Will I run out of money in retirement?

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1

Step #1

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2

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3

Step #3

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