About Us

ABOUT OUR COMPANY

At M Martinez & Associates, we are here to help you prepare a plan for when life storms happen by preserving and protecting your wealth. We specialize in retirement income strategies that will allow you to secure your retirement and give you the peace of mind you deserve. We are here to guide you along the way and we take the time to understand, educate and customize a plan to meet your retirement goals. To us, you are more than just a client, you are considered a member of the M Martinez & Associates family. We service clients throughout Louisiana with offices in Baton Rouge and Metairie. We are a proud member of the Independence Excellence Group, a distinguished group of financial professionals who have had the privilege of working extensively in the areas of Wealth Management, Retirement and Income Planning with many prominent groups and individuals. We are also a proud member of the Better Business Bureau in the state of Louisiana.

Miguel "Mike" Martinez

President and 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.

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