Marty attended the University of Florida and graduated from Florida SouthWestern State College with a bachelor’s degree in Supervision and Management.
He specializes in working with business professionals, retirees and those who would like to retire someday who want to preserve their assets, increase their income and plan for retirement. He achieves this using the latest strategic tax, estate, insurance and investment techniques and concepts.
Marty has devoted his career to working exclusively with the business and retirement community. He continues his education and research to stay abreast of new developments in the financial industry so that his clients receive the most up-to-date, comprehensive and strategic information. Marty monitors the progress of the goals he establishes with his clients and then recommends changes when appropriate.
Marty establishes long-term relationships built on trust, integrity and professionalism by helping to provide his clients with outstanding service and financial advice.
Marty has focused his life’s passion on helping business professionals and retirees protect their assets and their dreams. He has devoted his career to working with these communities. His extensive experience and knowledge in investment, insurance and retirement solutions allows him to provide a wide range of options for his clients.
As an educator, his seminars and writings challenge myths and “conventional wisdom” with thought provoking information many wonder why they never heard before.
- Series 6 and 7 - FINRA Securities Registration
- Series 66 - Investment Advisor Representative Registration
- Series 24 - General Principal Securities Registration
- Florida Licensed Life, Health and Variable Annuities
- Business Planning
- Investment Strategies
- Risk Management
- Retirement Solutions
- Estate Planning
- Tax Minimization Strategies
- College Funding Strategies
- Asset Allocation
- Brokerage/Cash Management
- Fee-Based Financial Planning
- Fixed and Variable Annuities
- Life Insurance
- Long-Term Care Insurance
- Mutual Funds
- Portfolio Design
- Wealth Accumulation