Retirment Roadmap

Our proprietary planning process puts your goals at the center of your retirement strategy.

MWS RETIREMENT

At Martin Wealth Solutions, we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. We pride ourselves on developing thorough, written retirement plans and “micro managing” every aspect of your retirement, so that you can rest easy, knowing that your assets are protected and you will have enough money to last the rest of your life.*

All of the financial services we offer fall under one of the five key areas of our Retirement Roadmap process. For a detailed explanation of each service, please click on the links below:

 

  1. Income Planning
    • Income & Expense Analysis
    • Maximizing Social Security Benefits
    • Inflation Planning
    • Planning for Spousal / Survivor Benefits and Income in Retirement
  2. Investment Planning
    • Fiduciary Model
    • Institutional Money Management
    • IRA / 401(k) Asset Planning
  3. Tax Planning
    • Roth Conversion Analysis
    • Tax Minimization Planning
    • Charitable Giving
  4. Health Care Planning
    • Long-Term Care Planning
    • Medicare / Health Insurance Planning
  5. Legacy Planning
    • Life Insurance
    • Estate Planning / Probate

 

Once we develop your plan, we will not stop there. Now begins the journey. We will be there to help you implement and manage your plan every step of the way for the rest of your life.

Take the first step toward having the retirement you’ve always dreamed of!  Click here to schedule a complimentary, no-obligation Retirement Roadmap Review today.

 

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