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Ralph E. Martin DBA Martin Financial Services
Client Services
We offer a wide spectrum of financial products and services to help you meet your business or individual needs. A few of the services we offer include:
FINANCIAL NEEDS ANALYSIS
A step-by-step process
Step 1: Set and prioritize goals
Step 2: Create an action plan
Step 3: Implement your plan
Step 4: Monitor your progress
WEALTH MANAGEMENT SERVICES
(a.) Accumulation (b.) Conservation (c.) Distribution
Regardless of which stage our clients are in, we work to help maximize the assets that are passed on to heirs. This involves working along side with their accountant and attorney.
RETIREMENT PLANNING
IRA
Pension Plans
Profit Sharing
Pension Plans
Profit Sharing
401(k) plans
ESOPs
RISK MANAGEMENT
for groups or individuals
Life Insurance
Disability Income
Annuities / Invesments
BUSINESS SERVICES
Employee Benefits
Business Continuation
Tax-Deferred Plans
Key Person Protection
Executive Compensation
INSURANCE & INVESTMENT PRODUCTS
CDs
Variable Annuities
Bonds
Variable Life
Fixed Annuities
Mutual Funds / Stocks
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