Retirement planning strategies: What are you worth to yourself when you retire?
Program Titles
- 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 is a senior wealth strategist focusing on financial planning issues related to divorce, retirement, trust, and estate planning.
Mark is a regular CNBC and FOX Business News guest and is often quoted in The Wall Street Journal.
Ready, Set, Retire!
You can start planning for your retirement.
Martiak’s program lets you understand how much you want to pay yourself annually in retirement.
Mark discusses longevity risk and how to manage it. Learn to achieve your lifelong financial goals and 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 Business Succession.
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 the preservation of wealth from generation to generation.
Business Succession Planning – Advanced planning techniques for closely held businesses.
Risk Management – We offer Long-Term Care, Life Insurance, and Disability care to ensure the well-being of you and your heirs.
Cash Flow Analysis – For everyday budgeting.
Investment Portfolio Analysis – This is to inform you of how your investments are performing and make adjustments as needed.
Annual Portfolio Reviews – Review your current holdings and help you make necessary changes or adjustments.
Fiduciary Consulting Services – We focus on clients who are responsible for large pools of assets and assist 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
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