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Our Services

First, we want to hear from you so we can fully understand you, your goals, priorities, and what's keeping you up at night.

After identifying your unique and personal goals, we analyze your current financial situation and develop a completely personalized tax and financial plan, walking you through a step-by-step process that results in financial confidence, empowerment, and freedom.  

Once your goals have been established, we develop a plan to help you pursue your envisioned goals and objectives. We then help implement and execute your personal tax and financial plan typically by utilizing the following services:

  • Cash Flow Analysis
  • Risk Management and Insurance Planning
  • Investment Strategy and Investment Management*
  • Retirement Planning and Retirement Income Strategy
  • Tax Management and Tax Planning
  • Estate Planning
  • Tax Return Preparation and Accounting Services
  • Business Consulting

*These services are offered through Martin & Company's affiliation with Avantax Wealth Management.