All About Bob:
Bob Martini was raised in Beaver Falls, Pennsylvania. He graduated from West Virginia Wesleyan College with a degree in Business Management. As a small business owner for over 30 years, Bob has formerly owned a Restaurant and a Health & Racquet Club.
Bob lives in Henderson, NV with his wife and high school sweetheart, Dellie. He has 3 wonderful children, Mia, Nick & Alex as well as one grandson, Nicky.
Bob is a Certified Financial PlannerTM with over 25 years of experience in financial planning and money management. He has extensive experience in asset allocation, retirement planning, and asset preservation.1
Bob has done informational programs in Pennsylvania and Nevada for many years. His programs have been widely attended by retirees of such major corporations as U.S. Steel, Allegheny Ludlum, Pepsi, and the US Postal Service. He has spoken at national conferences with such notable speakers as Rudolph Giuliani, Bill Bradly, former President George H. Bush and Walter Cronkite.
Bob believes that each investor is unique and no single investment is right for everyone. He believes it is essential to have multiple investment and estate planning tools at his disposal in order to help benefit his clients. Bob is registered to utilize an array of investment vehicles including stocks, bonds, mutual funds and advisory services; Bob is also licensed to sell life and fixed annuity insurance products. He also makes sure that his clients know that they are his number one priority. If they have issues at any time, they will be quickly addressed. Some financial advisors tell you what you want to hear. Bob does not tell you what you want to hear; he tells you what you need to know. If you are looking for someone to help you evaluate your tolerance to market risk, then Bob, with over 26 years of experience is your man!
1 Neither Asset Allocation, which is driven by complex mathematical models, nor Diversification, which is a simpler concept, guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.
Areas of experience:
Financial Planning:
- Estate Plans*
- Money Management
- Income Planning
- Pre & Post Retirement Planning
- Tax Plans*
- 401(k) Plans
*Neither Brokers International Financial Services, LLC nor its registered and/or investment advisory representatives provide tax or legal advice. For specific professional assistance, the services of the appropriate professional should be sought.
Insurance:
- Fixed Indexed Annuities
- Fixed Annuities
- Life Insurance
- Long Term Care
- Disability
- Health insurance
- Medicare Supplement
- Medicare Part D
Investments
- REITS
- Limited Partnerships
- Government Securities
- Mutual Funds
- ETFs
- Common/Preferred Stock
- Bonds
Client Accounts
- Roth IRAs
- SEP IRAs
- Simple IRAs
- Educational IRAs
- Traditional IRAs
- Retirement Plans
- Brokerage Accounts
- Fee Based
- Individual & Joint
- Transfer on death(TOD)
Business Plans:
- Buy-Sell Funding
- Key Person Insurance
- Income Continuation