- How to retire & live happily
- Longevity risk: How to manage & avoid It
- How to pay yourself when you retire
- Making the most of your retirment nest egg
- Mistakes to avoid as you plan for retirement
- What your parents didn’t teach you about retiring
- How to maxmize your financial life when you retire
- Stress less about retirment
- How to plan for retirement fiscal fitness
Mark Matthew Martiak, senior wealth strategist, with special focus on the financial planning issues related to family offices, divorce, retirement, trust and estate planning.
Mark can be seen as a regular guest on CNBC and FOX Business News, and is often quoted in The Wall Street Journal.
Ready, Set, Retire!
You can start planning for your retirement.
Martiak’s program enables you to understand how much you want to pay yourself annually in retirement.
Mark discusses longevity risk and how to manage it –
achieve your life long financial goals,
and how to make your assets outlive you.
Tax-Deferred Investing – To help reduce your tax liability and let more of your money work for you.
Financial Planning – Setting financial goals, developing and implementing financial strategies and monitoring your progress in the areas of
Cash Management, Risk Management, Accumulation Goals, Retirement,
Estate Planning and
College Planning –
Long term planning to ensure you’re ready when your children are.
Retirement Planning –
Designing an investment strategy to help you towards your retirement goals.
Estate Planning –
For preservation of wealth from generation to generation.
Business Succession Planning –
Advanced planning techniques for closely held businesses.
Risk Management –
Long Term Care, Life Insurance and Disability, to ensure you and your heirs are taken care of.
Cash Flow Analysis –
For everyday budgeting.
Investment Portfolio Analysis –
To keep you informed of how your investments are performing, and to make adjustments as needed.
Annual Portfolio Reviews –
To review your current holdings and help you make any necessary changes or adjustments.
Fiduciary Consulting Services –
Focusing on clients who are responsible for large pools of assets and assisting these clients with fulfilling their fiduciary responsibilities.
Mark holds his FINRA Series 7 and 66 licenses and is also licensed by various state insurance departments for life, annuities, health and disability insurance.
BA / BS degree; he is fluent in both Russian and Spanish