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

Posted on Google Google
John John profile picture
John John
21 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Friendly staff, knowledgeable and helpful Finacial Advisor, quick responses, customer first attitude.
Posted on Google Google
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.
Posted on Google Google
Thomas Dindinger profile picture
Thomas Dindinger
13 August 2025
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 delighted with the knowledge, experience, professionalism and courtesy shown to us by Martin Wealth Solutions. Jim provided me with sound advice and through financial modeling, the confidence to retire at age 60. Our goal was for my wife to be able to join me in retirement when she reaches 60 as well. Jim provided us with analysis that shaved two years off of my wife’s retirement date. She will be joining me at 58! Many thanks to Jim and his staff! We highly recommend the MWS team.
Posted on Google Google
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
David Lane profile picture
David Lane
26 November 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jim and all the crew at Martin Wealth Solutions are knowledgeable and a pleasure to work with. You won’t find a more dedicated and sincere group of professionals to help you meet your goals
Posted on Google Google
David Link profile picture
David Link
22 March 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
As a Commercial Airline Pilot, I only have a few years left before mandatory retirement, and I’ve been looking for a firm to help me invest. So far, my experience has been more than positive. They have great people to work with and they really explained things well. I would recommend them to anyone looking for help.
Posted on Google Google
Michael Forest profile picture
Michael Forest
13 November 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Trustworthy, sound advice.
Posted on Google Google
Nancy Collins profile picture
Nancy Collins
15 July 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great group of people to work with. Very honest people. Sam is the best. He is always there by phone, email, or in person when we need him. We are very please with everyone in the company.
Posted on Google Google
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.

How can I reduce my taxes in retirement?

Are my investments in the right place?

Will I run out of money in retirement?

Interested in Working Together?

Get Started in three easy steps:

1

Step #1

Get Your Free SmartWealth Assessment

Let’s have a brief, no-pressure conversation to discuss your goals and see if we’re a good fit.

2

Step #2

We Build Your Retirement Blueprint

As fiduciaries, we’ll review your current strategy behind the cenes to uncover hidden risks, potential income gaps, and unnecessary taxes.

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.
-Why Martin Wealth -

The Martin Wealth Difference

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

What you get:

Transparent Pricing

Customized Retirement Advice

Fiduciary Financial Advisor

We will never:

Charge Hidden Fees

Recommend Cookie-Cutter Solutions

Hide Conflicts of Interest

Martin Wealth Solutioons Team Group Photo
-ABOUT US-

Martin Wealth Solutions

Retirement Income Checklist

Retirement Tax-Smart Playbook

Get Your Smart Retirement Toolkit

Get Your Guide


Register For Event


Schedule a Visit