Preserving and Protecting
Your Future

The decisions you make now, will impact your retirement.
We are here to guide you along the way.

Meet Our Founder

Miguel “Mike” E. Martinez has focused his practice solely on addressing the distinctive insurance and financial needs of those nearing retirement and those who have already retired. With over three decades of experience in the financial services industry, Mike is a staple of financial…

Upcoming Events:

October, 23

Avoid The Retirement Mistakes That Could Cost You Thousands

6:00 PM | Austins Seafood and Steakhouse |

October, 25

Avoid The Retirement Mistakes That Could Cost You Thousands

6:00 PM | Austins Seafood and Steakhouse |

Financial Services We Can Offer You

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

Annuities

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Life Insurance

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Retirement Income Strategies

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Tax Minimization

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Social Security Optimization

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Asset Protection

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