Scott Martin is a CFP® and a Certified Exit Planner™ and helps you to gain clarity about your desired outcomes as it pertains to your financial security and lifestyle. He does this by discovering what your goals, dreams, objectives and risk tolerance are and creates a financial road map that acts as a GPS using the CFP® Board of Standards 7 Step Planning Process. Additionally, he has the experience and the tools and vast resources (various experts) necessary to help you make informed decisions whether you are a retiree, employee or a small business owner.
Scott will collaborate with your CPA, attorney and other advisors and of course with you to make sure that all aspects (tax and risk minimization, cash flow, estate planning, retirement planning, etc.) of your unique financial plan are addressed. Scott began his career in 1984 as a Registered Representative and transitioned to Advisory only in May 2017.
Scott is an Army Veteran and was a tank crewman and platoon combat explosives expert with the 3rd Armored Calvary Regiment as well as serving in the Army Reserves while attending college.
As a Certified Exit Planner" my team and I can create a customized Business Exit Plan that is highly confidential and designed to help you so that you may monetize it with the least amount of risk and taxes while optimizing your ROI. Please note that it is best to plan 5 years in advance.
We create customize plans that are NOT static and are living plans that are updated online daily so that you know where you stand at all times via a secure and encrypted portal.
If you need financial advice and consulting we are capable of doing that in a totally objective manner
This is outsourced to third party asset management firms that have been vetted and are continued to be so on a quarterly basis. We are extremely selective about who we work with when investing our client's hard earned money. Ask us for details about our comprehensive and thorough due diligence process that is designed to protect our clients and help them get results.
Yes we do that as one of the 7 steps within the CFP Board of Standards process.
We will analyze your current 401K plan and explain your rollover options and include the pros and cons of each.
Our team is totally objective and can create an insurance plan that is customized to your needs. They can shop the market place to find for you what you need.
We will only suggest fixed and/or indexed annuities that have no market risk and have low costs as part of a balanced investment strategy if it fits your goals and objectives. Everything we do is customized.
This is one of the 7 Steps of your customized financial plan as outlined by the CFP Board of Standards. We will collaborate with your Estate Planning attorney.
This is one of the 7 Steps of your customized financial plan as outlined by the CFP Board of Standards. Unnecessary taxes will have a drag on your portfolio. Most investors and their advisors do not have a tax minimization strategy....we do.
Our firm does not do education funding and planning at this time. We can refer that to others if and when needed.
This is one of the 7 Steps of your customized financial plan as outlined by the CFP Board of Standards.
We start with a customized financial plan and implement it with various tools and experts in collaboration with your existing team.
Our risk management team can analyze your current risk management strategy and make recommendations if needed and then customize an approach that is best for you and your family.
Money management is part of our 7 step financial planning process and is designed to illustrate for you various cash flow options net of taxes so that you may informed decisions ahead of time.