Welcome To
MARTINELLI FINANCIAL SERVICES
Asset management or financial planning means different things to different people. Some clients want to focus on retirement readiness and others are interested in a comprehensive relationship, including coordination with their tax, legal, and other advisors.
For over 37 years, our only goal has been your financial peace of mind. We encourage our clients to share with us any needs they may have and goals they want to accomplish. As an independent firm, we have the ability to solve any and all financial needs.
Plan Today to Enjoy Tomorrow
Explore Our Services
We are dedicated to providing our clients with complete financial solutions, specifically focused on building long-term relationships with individuals, employees, and business owners to achieve financial security. Our team approach provides you with an integrated and customized solution to help successfully fulfill all your financial goals and objectives.
Financial Planning
With a deep understanding that every individual’s financial journey is unique, we’re here to guide you toward a future of financial freedom and fulfillment. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meet your financial goals and objectives. With our ongoing support and commitment, you can have confidence in your long-term financial security.
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Retirement Planning
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We will review your current financial situation and show you how much income you will have in retirement. Our goal is to develop sound retirement strategies to create a sustainable income that will last a lifetime.
Asset Management
We work hard to protect the wealth of our clients by understanding current markets and laws, as well as tailoring our offerings to what’s best for you and your assets. Once we understand your risk tolerance we will create a comprehensive wealth accumulation and preservation plan that best addresses your financial needs and goals.
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Legacy & Insurance Planning
You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive legacy plan can provide for your loved ones. We can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.
Employee Benefits
As an employer, one of your largest costs is your employee benefit plans. At Martinelli Financial Services, we work with you to manage the costs associated with your health insurance, retirement plans, and other benefits – all while providing your employees with a robust benefits package.
ALTERNATIVE INVESTMENTS
We understand the importance of providing our clients with options for their investments. At Martinelli Financial Services, we’ll work with you to create a diversified investment portfolio that’s right for you.
Retirement Resources
Download Our Complimentary Guide
Important Birthdays Over 50
What They Are And Why You Should Know
Happy Birthday! Now the real fun begins. Before you begin planning your retirement, be sure to mark these important dates in your calendar. Starting at age 50, several birthdays – including “half-birthdays” – are critical to understand because they have implications regarding your retirement income.
