What We Do

We assist Business Owners by applying our Unique Perspective.

To address key Owner issues that may include…

Sale or Succession

For Owners, this is likely the largest financial transaction they will ever engage in and most will only do it once in their lifetime.

Executive Benefits

Retaining, rewarding and incentivizing key employees is a requirement in today’s competitive environment. There are many ways to achieve this goal and the starting point is evaluating the alternatives with your goals.

Tax Planning

Managing and minimizing the impact of taxation is critical to long-term success. We work with the advisory team to help facilitate strategies and structures to assist from a wealth transfer, income and investment perspective.

Supporting Services

Martin Financial Group, LLC is an independent advisory firm that assists by providing access to best-in-class investment and advisory products. Successful implementation of a plan is as important as creating the right plan to achieving long term goals.

Wealth Mangement

Accessing best in class diversified alternatives from both a passive and active style allows for customization and choice along with performance.

Risk Mangement

Facilitating life insurance for wealth transfer, executive benefit, accumulation and personal coverage is a process where significantly different outcomes can be obtained from laypeople as opposed to experts.

Benefits

Retirement plans, disability and health insurance are significant parts of compensation programs that require expertise and a system to manage for best results.

Family Business

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Private Equity

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Charitable Planning

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Family Businesses

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Private Equity

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Charitable Planning

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Family Businesses

A short description of this service and how it helps clients.

Private Equity

A short description of this service and how it helps clients.

Charitable Planning

A short description of this service and how it helps clients.