Retirement Planning

We help turn your nest egg into a reliable income stream.

Our approach is backed by decades of academic research and helps:

Keep your taxes low
Reduce costs
Maximize your investment return
Lower portfolio risk
Preserve your savings

Our approach also takes into consideration your other income sources. Things like Social Security, Pensions, Rental Income, Required Minimum Distributions, and more.

We carefully coordinate all of your income streams to help make sure you don’t pay more than your fair share of taxes.

Why?

Because it’s very possible to be in a higher tax bracket in retirement than as a working professional. Keeping taxes low throughout retirement is one of the key ingredients to a successful plan.

👉 Want to learn more about creating income in retirement? Click here to get your Free Retirement Assessment.

1055 W. Main St.
Christiansburg, VA 24073

3130 Chaparral Dr STE 103
BLD B, Roanoke, VA 24018

3311 Old Forrest Rd.
Lynchburg, VA 24501

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New River Financial Group, LLC is a Registered Investment Advisor offering advisory services in the State of Virginia and other jurisdictions where exempted. New River Financial Group, LLC dba Martin Wealth Solutions.

Investing involved risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions.

MWS pays a monthly membership fee plus a monthly advertising fee for being a SmartVestor Pro. The fees paid are payable regardless of whether any client chooses to communicate with or enter into an agreement with the firm.