ABOUT OUR COMPANY
At M Martinez & Associates, we are here to help you prepare a plan for any unexpected events by preserving and protecting your wealth. Thus, we specialize in safe money solutions and utilize retirement income strategies that will help secure your retirement. We believe you deserve to be given peace of mind throughout your life! As a result, we are here to guide you along the way, taking 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. Additionally, we are a proud member of the Independence Excellence Group. This distinguished group of financial professionals have had the privilege of working extensively in various financial topics. Included are Wealth Management, Retirement Planning, and Income Planning. We are also a proud member of the Better Business Bureau in the state of Louisiana.
Miguel "Mike" Martinez
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.
Penny S. Hall has been in the financial services industry for more than 22 years. She primarily focuses her practice on preserving and protecting your wealth. Specifically, she addresses the needs of those nearing retirement and those who have already retired. Her goal is to ensure that her clients have the retirement they desire.
Personally, she enjoys outdoor activities, such as, horseback riding and water sports with friends and family. Her grandchildren, ranging in age from 12 to 21, are her favorite people to spend time with. In addition, she is energetic, outgoing, and loves helping others.