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The Martin Financial Group Investment Committee | Martin Financial Group, Louisville KY

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Login to your account. Wesley Martin, ChFC, CFP — Chief Investment Officer and Principal. Wes is the Chief Investment Officer of Martin Financial Group, LLC and has over 30 years of investment management experience. He is licensed as a CERTIFIED FINANCIAL PLANNER Practitioner by the CERTIFIED FINANCIAL BOARD OF STANDARDS, INC. University of Kentucky - B.S. - Mining Management / Finance. American College - Chartered Financial Consultant. American College - Accredited Estate Planner. Life, Health, Property...

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Information about Martin Financial Group | Martin Financial Group, Louisville KY

http://martinfinancialgroup.net/retirement.html

Login to your account. A retirement planner must have a clear understanding of the financial assets you are accumulating, as well as other resources you have such as pensions, social security, part-time work income and home equity. All are pieces of a puzzle that must be put together in a way that will result in the delivery of reliable monthly paychecks to you once you are retired. Martin Financial Group, LLC - 3707 Charlestown Road, C-2 - New Albany, IN 47150.

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Information about Martin Financial Group | Martin Financial Group, Louisville KY

http://martinfinancialgroup.net/investment.html

Login to your account. Investment Management is the professional management of various securities and assets, to meet the specific investment goals of a client. Investment management is both an art and a science. It's an art in the sense that professional investment managers are responsible for securing portfolio return against the backdrop of an often unpredictable and illogical marketplace. Here is how we do it:. Determine Your Financial Goals, Needs, Lifestyle, Aspirations and Concerns. We won't risk ...

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Information about Martin Financial Group | Martin Financial Group, Louisville KY

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Login to your account. Why should you choose Martin Financial Group? We realize choosing someone to manage your money isn't a decision you should rush into, so we encourage you to meet with us in person to determine whether our personalized approach will work well for you. Here are some of the reasons our current clients trust us. A Personalized, Integrated Approach. We don't believe in picking hot stocks or in timing the market. We're not after the big windfall, but sound strategy and realistic grow...

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Information about Martin Financial Group | Martin Financial Group, Louisville KY

http://martinfinancialgroup.net/taxplanning.html

Login to your account. In tax planning we work with our clients by looking at the whole financial picture. We don't just take into account their W-2's and charitable deductions from their most recent tax year. We look years into our client's financial futures to make sure we are taking the right steps now. Martin Financial Group, LLC - 3707 Charlestown Road, C-2 - New Albany, IN 47150. 812) 542-1018 - (866) 808-2648 - (812) 542-1108 (fax).

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Information about Martin Financial Group | Martin Financial Group, Louisville KY

http://martinfinancialgroup.net/estateinsurance.html

Login to your account. Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence. Though often overlooked or put off in favor of more immediate concerns, a comprehensive estate plan can resolve a number of legal questions that arise whenever anyone dies. Regardless of your age, or the size and complexity of your estate, an estate plan can accomplish the following:.

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The Martin Financial Group Team | Martin Financial Group, Louisville KY

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Login to your account. Brittany Duran — Practice Manager. Brittany is responsible for the Operations, Compliance and Regulatory function of our firm. She monitors and adheres to all of the financial rules and obligations of our business with the SEC and other regulators. She administers office activities and functions of the business including payroll, payables, books and records and client requests. Brittany joined the Martin Financial Group in 2007. Licenses, Registrations and Certifications include:.

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The Martin Financial Group Team | Martin Financial Group, Louisville KY

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Login to your account. Afton Yaeger Financial Planner, Investment Adviser Representative. Indiana University - Kelley School of Business - BS Business. Licenses, Registrations and Certifications include:. FINRA Series 7 - General Securities Representative. FINRA Series 66 - Combined State Law Exam. Life, Health - Licensed Agent. Long Term Care Insurance - Indiana Partnership Long Term Care Certified Agent. Gary Durbin — Investment Adviser Representative. Gary has been in the financial business for over 2...

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The Martin Financial Group Team | Martin Financial Group, Louisville KY

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Login to your account. Recruiting Advisers Turning Independent. Wesley Martin, ChFC, CFP - Benefits of Independence. Job Title: Lead Adviser. Job Description: Martin Financial Group is seeking a Lead Financial Adviser or Adviser Team(s) with an established book of business who is looking to join a strong team of advisers and support staff to better serve their clients and growth their business. ( see more. Job Title: Tax Planner. Ryan Eatherly, CFP - Advantages of Independence with Martin Financial.

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Information about Martin Financial Group | Martin Financial Group, Louisville KY

http://martinfinancialgroup.net/financialplanning.html

Login to your account. What is Financial Planning? Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. Remember, financial planning is a process, not a product. What actually happens during the financial planning process? Here's a quick look:. Establishing the client-adviser relationship. Setting goals and gathering information. We can ...