Retirement investors over age 50 who are retired or are beginning to take retirement planning seriously
Diligent savers who have accumulated investments of $250,000 or more. (excluding real estate)
People who value hiring an expert because they know their retirement is too important to manage it alone.
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.
After all, you wouldn’t see a Cardiologist if you needed foot surgery!
Like a doctor, it’s important to diagnose before we prescribe.
The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.
With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."
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.
