My Approach | markmartiak-copy-2

My Holistic Approach

Financial Planning – Setting financial goals, developing and implementing financial strategies and monitoring your progress in the areas of Cash Management, Risk Management, Accumulation Goals, Retirement, Estate Planning and Business Succession.
Risk Management – Long Term Care, Life Insurance and Disability, to ensure you and your heirs are taken care of.
Cash Flow Analysis – For everyday budgeting.
Investment Portfolio Analysis – To keep you informed of how your investments are performing, and to make adjustments as needed.
Annual Portfolio Reviews – To review your current holdings and help you make any necessary changes or adjustments.

Tax-Aware Investing – To help reduce your tax liability and let more of your money work for you.
College Planning – Long term planning to ensure you’re ready when your children are.
Estate Planning – For preservation of wealth from generation to generation.
Retirement Planning – Designing an investment strategy to help you towards your retirement goals.
Business Succession Planning – Advanced planning techniques for closely held businesses.