We create strategies that are tailored to your needs and goals.

Individual Services

To get to the life you’ve envisioned for tomorrow, you need a plan that recognizes where you are today.

Individual Action Items:

Prepare

Plan

Implement

The team at Martin, Wardin & Eissner Financial Group helps individuals confidently take on a financially complex world. We’ll help you prepare for retirement with a comprehensive plan, then help you navigate life after retirement by implementing cash flow strategies. We also help individuals going through significant life transitions, such as welcoming a new member to the family, embarking on a new marriage, or facing the challenges of loss and separation. We even help young people just getting started on their financial journey.

Our Process

Financial Planning

We'll provide a customized strategy tailored to your needs, whether it’s creating an emergency fund, building retirement savings, or reaching goals like a new home purchase. We’ll help create a long-term plan that accounts for your needs for today as well as your dreams for tomorrow.

Our History

Investment Management

Our well-informed, personalized guidance will help you navigate risks, optimize returns, and stay on track with your long-term financial goals with investments in a world marked by rapid change and uncertainty.  

Our Process

Tax Efficient Investment Strategies

Our tax specialists possess a deep understanding of the ever-changing tax laws and regulations. This enables us to view all your financial moves through the lens of how it will impact taxes. Our top areas of focus are: 

  • Develop Asset Allocation
  • Design Investment Portfolio
  • Implement Investment Strategy​
  • Ongoing​​ Monitoring
Our History

Tax Planning & Preparation

For clients who take advantage of our comprehensive planning services, we also offer tax planning and preparation. So not only can we help you plan in ways to reduce your tax burden, we’ll also prepare your taxes each year so you know that all of your tax needs are taken care of.

Our Process

Education Savings

With our guidance, you can tackle the burden of education costs for your children or grandchildren, optimizing the use of savings, grants, scholarships, and loans.

Our History

Risk Management & Insurance

We'll assess your unique needs and financial situation to recommend the most appropriate life, disability, and long-term care insurance coverage, ensuring you and your family are adequately protected.

Our Process

Estate Planning

With our knowledge of estate issues and tax implications, we can help you understand your current plan as well as alternative options. Working with an Estate Planning Attorney, we can help you implement an estate plan. We’ll educate you on the pros and cons of wills, trusts, and beneficiary designations. Our goal is to help you protect your wealth and legacy for the ones you love. 

Our History

Charitable Giving Strategies

A well-structured charitable plan can provide benefits to the causes you care about for generations to come. From Donor Advised Funds, to gifting appreciated assets, to IRA distributions directly to charity, we can help you find tax efficient ways to leave a lasting legacy.

See the value in improving your financial vision. 

Use our financial planning and tax law experience to your advantage. Contact the team at Martin, Wardin & Eissner Financial Group today.

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