Financial Services Overview
Fiduciary Financial Planning Services
Serving Chandler, Gilbert, Maricopa, and Tucson, Arizona
Our tactical investment approach seeks to manage risk and respond to changing market conditions as part of a broader financial plan.
At J. Martin Wealth Management, our holistic approach to investment advice is an integration of financial planning and investment management. As we get to know you and your family, we will learn more about your financial goals and work together to identify them. By taking a holistic approach to planning, we will help you optimize all assets to work together toward your goals. Our mission is to help clients pursue their goals through disciplined planning and investment.
Backed by years of experience and a passion for our clients, our desire is to provide expert financial planning services that put your needs first. We know everyone is different, and that’s why when you enlist our help, we’ll customize a solution to meet your specific needs.
By focusing on the personal relationship with each client and being in touch with their risk tolerance and financial needs, we are able to recommend viable wealth planning strategies and sound advice you can understand and implement. We will work with you all the way through to facilitate any solutions we recommend. In the future, we will meet as regularly as you like to review and realign your plan as needed.
Ultimately, no matter the type of financial services you require, you can rely on us for honesty, integrity, and flexibility to help you create a financial plan that’s right for you. From income advice to investment planning, we strive to ensure that you have the information you need to make wise decisions for your future.
What does a financial advisor do?
We focus on helping people in the following areas:
- Financial Planning - Comprehensive planning designed to coordinate cash flow, savings, investments, tax considerations, and long-term goals.
- Retirement Planning - Working with you to develop a retirement strategy that is tailored to your circumstances and intended to support long-term needs.
- Investment Advice - Helping inform the construction of a diversified portfolio aligned with your risk tolerance and financial goals.
- Retirement Income Planning - Supporting your evaluation of various income sources during retirement, including Social Security, pensions, annuities, and withdrawal strategies.
- Tax Planning Considerations - Coordinating planning strategies intended to improve tax efficiency over time in partnership with other advisors when appropriate.
- Ongoing Support and Review: Retirement planning is not a one-time event but an ongoing process. We offer continuous support and regular reviews of your retirement plan to adjust for changes in your life circumstances, market conditions, and financial goals.
Let J. Martin Wealth Management be your trusted partner in securing a financially stable and fulfilling retirement. If you’d like to discuss whether our process is a fit, we welcome your questions.
Questions to Ask a Potential Advisor
When choosing a financial advisor, it's important to understand how they operate and whether their interests are aligned with yours. Here are some key questions to ask:
- Are you a fiduciary? A financial advisor with a fiduciary duty is legally obligated to put your interests first. This is a critical distinction, so be sure to ask this question directly.
- How are you compensated? Understanding a financial advisor's compensation structure helps you assess potential conflicts of interest. Fee-only or fee-based advisors typically have more transparent compensation models.
- What services do you provide? Clarify the scope of financial services offered to ensure they align with your needs.
- What is your process for developing a financial plan? A thorough financial advisor will take the time to understand your financial situation, goals, and risk tolerance before making any recommendations.
Worried about the risk in your portfolio or market volatility?
If you would like additional information about our planning process or have questions about how these services may fit into your overall financial picture, we welcome your inquiries. To learn more about our firm’s fiduciary approach and planning philosophy, please visit our About Us page. When appropriate, we are available to discuss how our financial advisory services may support your long-term planning needs.