You have worked hard for your retirement. Our job is to preserve and protect what you have worked so hard for, so you can enjoy the "golden years" of life. We take a wide-angle approach to assessing your financial status, and consider every aspect, always. No financial plan is cut and dry. A complete financial analysis is critical in order to provide you with proper safe money solutions. As an independent financial firm, we use a variety of insurance products to suit your financial needs and objectives to ensure that we are preserving and protecting your wealth.
(Click the images below to learn more about each service)
The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of M Martinez & Associates.