Miguel "Mike" Martinez

President & CEO

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 guidance in the community, regularly hosting and providing educational workshops to retirees to inform them of their options to live confidently throughout the “golden years.” Viewed as a subject matter professional regarding taxes in retirement, Social Security claiming strategies, IRAs, 401(k)s, retirement income planning, and preservation of clients’ wealth, Mike focuses on cutting-edge strategies available to retirees to help ensure they have the retirement they desire and deserve.

Not only has the work he has done been recognized by his clients, because of Mike’s success, he was recently invited to become a member of The Independent Excellence Group, a fifty-year-old prestigious think-tank in the financial services industry that specializes in working with those at the highest levels of business, medicine, law, media, professional athletics, and entertainment.

Mike would admit, however, that his professional accomplishments pale in comparison to the success of his marriage to his wife Loretta of nearly forty years and their beautiful twenty-one-year-old daughter Miranda. A 5-handicap golfer, avid New Orleans Saints fan, and volunteer with Make-A-Wish Foundation, World War II Foundation, and Alzheimer’s Foundation, anyone who knows Mike would agree, he is truly larger than life.