Broker Check
Hero 1 Hero 2 Hero 3 Hero 4

Financial Planning

Our goal is to provide peace of mind as you face many financial decisions throughout your life. We do this by understanding your needs, future goals, and financial resources.

Learn More

Tax

We believe in a proactive approach to minimize your tax liabilities. Staying current on tax laws and planning for the future are the keys to achieving this goal.

Learn More

Accounting

Helping you to prepare and understand your financial statements is our primary goal. They are the key to making the proper management decisions to grow your business.

Learn More



Welcome to Martin & Company!

Martin & Company is a financial service, accounting and tax preparation firm that has been serving the Santa Clarita Valley for more than 30 years.

Here you will find a wealth of information in the form of newsletter articles, calculators, research reports, and important tax information. We hope these resources will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

We created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope our site helps you to see the value of working with skilled professionals to pursue your financial goals.

At Martin & Company, we're here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data.

Be sure to add our site to your list of "favorites" on your browser. We update our information frequently and we wouldn't want you to miss anything.

Investment and financial planning services are offered by Terry Martin, Brian Martin, Stephen Johns, and Carol Ann Casebolt through their affiliation with HD Vest.

Helpful Content

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

The Best Apps in Travel

Technology tips to make your next trip even better.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

View all articles arrow

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos arrow