Business Consultation

Portfolio Investment Advisors

It starts with listening...

 

My job is to make your life easier and to help solve your problems, whether they are organizing your finances and estate better, trying to get a higher monthly income, saving for retirement, or maybe just knowing what NOT to do--

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Please call or email me and let's chat. 

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-Andy Martin

MoneyMap™

 A proprietary program that helps us become an expert not in the markets, or trading, or economic forecasts, but of you or your company.

 

MoneyMap™

 A proprietary program that helps us become an expert not in the markets, or trading, or economic forecasts, but of you or your company.

 

Services

  • Portfolio management

  • Corporate and individual retirement plan management

  • ​Creation of Investment Policy Statement

  • Net worth and consolidated statements​ (not to replace brokerage statements)

  • Document security and storage