Mark M. Martiak
Managing Director Investments, AIF®

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© 2018 Mark Martiak, AIF®  |Managing Director Investments

My Holistic Approach

  • 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.

  • Risk Management – Long Term Care, Life Insurance and Disability, to ensure you and your heirs are taken care of.

  • Cash Flow Analysis – For everyday budgeting.

  • Investment Portfolio Analysis – To keep you informed of how your investments are performing, and to make adjustments as needed.

  • Annual Portfolio Reviews – To review your current holdings and help you make any necessary changes or adjustments.

  • Tax-Aware Investing – To help reduce your tax liability and let more of your money work for you.

  • College Planning – Long term planning to ensure you’re ready when your children are.

  • Estate Planning – For preservation of wealth from generation to generation.

  • Retirement Planning – Designing an investment strategy to help you towards your retirement goals.

  • Business Succession Planning – Advanced planning techniques for closely held businesses.

2018 State Of The Market

March 11, 2018

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