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Retirement Planning

We have a multitude of investing tools at our disposal as opposed to a limited set of proprietary tools many firms may use. This means working together to build a one-of-a-kind strategy for each and every client we serve. Based on our core values, we are committed to always act in our client’s best interest.

In these unprecedented times, we must make sound financial decisions based on the things that we know. At Martini Financial Services we know that when the financial landscape changes, the tools we use must change to remain relevant. We know that while the world of finance is filled with compromises, our client’s goals can never be compromised. Above all else, we know that our clients and our business will continue to succeed so long as we embody our three core values; wisdom, empathy, and experience.

  • IRA Legacy

    Legacy planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement savings to your family and/or friends upon your passing, with the lowest tax liability possible. Martini Financial Services can show you how to leave a legacy to your children, grandchildren, and great-grandchildren, with minimal taxes due. A multi-generational (stretch) IRA is for investors who will not need the IRA money during their own retirement and works on the assumption that an investor will only withdraw the minimum required distribution (RMD). Benefits are based on current tax laws, which are subject to change. The variable risks/rewards associated with the underlying securities and inflation may have a significant impact on the overall performance over time.

  • Trusts

    Living trusts allow you to retain control of the trust while living, pass on guardianship if ever you become incapacitated or unable to make decisions for yourself, and eventually transfer the trust onto your heirs so they by-pass probate. Should you wish to integrate this simple method of passing your estate to your loved ones, please contact Martini Financial Services to learn more.

  • 401K and IRA

    Let us help you review your nest egg. Martini Financial Services specializes in retirement planning. Whether you have a 401(k), pension, 403b, IRA, or 457, Martini Financial Services can help you understand your options and create a plan to help you reach more of your retirement goals.