Financial Services Overview
Fiduciary Financial Planning Services
HELPING FAMILIES IN CHANDLER, GILBERT, MARICOPA, AND TUCSON, ARIZONA.
WE BELIEVE IN TACTICAL ASSET MANAGEMENT - SEEKING LOW-RISK, LOW-VOLATILITY INVESTMENTS TO COMPLEMENT YOUR FINANCIAL PLAN.
At J. Martin Wealth Management, our holistic approach to investment advice is integration between financial planning and investment management. As we get to know you and your family, we will learn more about you and identify your financial goals together. By taking a holistic approach to the planning, we will assist you to optimize all assets to work collectively towards your goals. Our mission is to preserve and protect your investments.
Backed by years of experience and a passion for our clients, our desire is to provide expert financial planning services that put your needs first. We know everyone is different, and that’s why when you enlist our help, we’ll customize a solution to meet your specific needs.
By focusing on the personal relationship with each client and being in touch with their risk tolerance and financial needs, we are able to recommend viable wealth planning strategies and sound advice you can understand and implement. We will work with you all the way through to facilitate any solutions we recommend. In the future, we will meet as regularly as you like to review and realign your plan as needed.
Ultimately, no matter the type of financial services you require, you can rely on us for honesty, integrity, and flexibility to help you create a financial plan that’s right for you. From income advice to investment planning, we strive to ensure that you have the information you need to make wise decisions for your future.
What does a financial advisor do?
We focus on helping people in the following areas:
- Retirement Planning - We understand that each individual's retirement goals and financial situation are unique. We work closely with you to develop a tailored retirement plan that aligns with your specific needs and aspirations.
- Investment Advice - Our team of professional money managers will help you create a diversified investment portfolio that balances risk and reward. We consider your risk tolerance, time horizon, and retirement goals to craft an investment strategy that maximizes your potential for long-term growth. We utilize tactical investment models that seek to respond to market conditions.
- Income Planning - A key aspect of retirement planning is ensuring a steady and reliable income stream during your retirement years. We help you explore various income sources, including Social Security benefits, pensions, annuities, and withdrawal strategies from your retirement accounts.
- Tax Planning - Minimizing taxes during retirement is a critical factor in preserving your wealth. We provide tax-efficient strategies seeking to help you reduce your tax burden, such as Roth conversions, tax-advantaged accounts, and tax-smart withdrawal plans.
- Ongoing Support and Review: Retirement planning is not a one-time event but an ongoing process. We offer continuous support and regular reviews of your retirement plan to adjust for changes in your life circumstances, market conditions, and financial goals.
Let J. Martin Wealth Management be your trusted partner in securing a financially stable and fulfilling retirement. Contact us today to start planning for your future.
Worried about the risk in your portfolio or market volatility?
Let’s determine whether your investment strategy and portfolio align with your goals and needs. Want to know more? We welcome your inquiries. Let’s get your wealth management under control. Contact a financial advisor today to learn more about how our financial advisory services can help