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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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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mary glenn aydlett profile picture
mary glenn aydlett
26 November 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We have worked with Martin’s Solutions for years and could not be happier with the friendly, detailed service...we would work with no one else!
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Edward E Taylor profile picture
Edward E Taylor
31 August 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
My wife and I are so Glad that we found Jim and his team at Martin Wealth. Another financial planner had really just put us in a mess. I was listening to Jim on the radio about 6 years ago and took a chance and found it was the best decision we could have made. He did in two weeks what the other company had not accomplished in over a year. They are down to earth and extremely knowledgeable They also navigated us through the Medicare choices which was very Helpful. I Highly recommend them. We feel very comfortable with our retirement plan. Sam Benson at Martin Wealth works with us as we need advice with our plan, and you could not meet a better team member. The whole staff is just outstanding.
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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.
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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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Shana Sayers profile picture
Shana Sayers
10 October 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great experience- everything was explained slowly and in detail.
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Diane Yopp profile picture
Diane Yopp
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 been with Martin Wealth Solutions for over 8 yrs. We have always been pleased with financial advice and support given to us by Jim Martin and would highly recommend his services
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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.
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Mark Gwin profile picture
Mark Gwin
29 November 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very helpful, patient and polite group of professionals. I recommend highly.
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Dave Cohan profile picture
Dave Cohan
16 March 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
My wife and I have been extremely pleased with Martin Wealth Solutions. Our primary financial advisor, Sam Benson, and also Jim Martin, have given us great advice over the years, at reasonable fees. And, the rest of their staff and customer service are always terrific and responsive. We highly recommend them.

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

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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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