top of page

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.

DISCLAIMER :

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, which may be referenced herein. First Allied Securities, Inc. does not endorse or support this web site, nor are they affiliated with Premier Wealth Advisors, LLC. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Securities offered through First Allied Securities, Inc. Member FINRA / SIPC. Advisory services offered through: Premier Wealth Advisors, LLC (PWA) & First Allied Advisory Services, Inc. (FAAS). PWA & FAS are not related entities. Form ADV part II is available upon request. Links are being provided for information purposes only. Premier Wealth Advisors, LLC. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Premier Wealth Advisors is not responsible for the content of any website or the collection or use of information regarding website's users and/or members. NFLPA Registered Player Financial Advisor

© 2017 Mark Martiak | mmartiak@pfawealth.com | (212) 752-4343 ext 225 | 14 E 60th St #402, New York, NY 10022

Mark M. Martiak
Vice President, & Senior Wealth Strategist, AIF®

NFLPA Registered Player Financial Advisor

bottom of page