Is the initial consultation really complimentary?
Yes. Your first consultation with J. Martin Wealth Management is complimentary and comes with no obligation. It is a conversation - we will ask about your current situation, your retirement goals, and what questions are most important to you. From there, we will explain how we work, how we are compensated, and whether we believe we can add value to your financial plan. There is no pressure and no commitment required to meet with us.
