Active senior fishing with grandson

Financial Planning

• Life is at the center of planning
• Powerful, yet simple and useful
• Provide confidence in pursuing life’s goals
• Consistent monitoring to keep you on track

IRA Rollover

IRA Rollover

• Giving you thousands of investment options
• Giving you control of your money
• Potentially saving your heirs taxes
• Saving you money in fees now


Free Reports

Martlet Investments provides a number of free reports upon request

- Financial planning made easy (free report)

- Estate planning simplified (free report)

- Maximizing retirement income (free report)

- Why rolling over your 401k makes sense

(free report)

most recent blog post

Understanding the SIMPLE IRA Plan

In the world of small business retirement plans, there are many options. Some plans give the employer sole authority to make contributions, others are contributed to by employees only…


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Retirement Income Planning

Retirement Income Planning

• Striving to maintain your lifestyle in retirement
• Striving to protect your investment principal
• Planning that attempts to leave more to those you love

Estate Planning

Estate Planning

• Potentially saving you and your heirs taxes
• Striving to provide you income now
• Passing on a legacy
• Distributing your wealth how you want


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