Chuck Martin, CFP®, CLU®, ChFC®, CASL

Wealth Management Advisor

Your Future is Now

Planning a financial future for your life, your family’s life, or for your business can be an overwhelming subject. When people look back on their lives, they often find that they are more successful than they thought they’d be, and have saved less than they intended. How do you avoid the dreaded thoughts of – how could I have saved more money? I thought I would have had more saved by now. How could I have better planned my financial security?

Since financial situations are more complicated and less predictable than they appear to be, Charles E Martin and his team can provided you with the knowledge to help you find the right answers. Chuck understands that people value the services of an expert for the things that are really important. Planning for financial security is no exception. Let Chuck help you achieve a secure financial future.

 

Expert Guidance

Charles Martin is able to provide you with quality risk management, investment solutions, guidance and the drive to help his clients achieve financial security. Chuck’s commitment, along with his team’s commitment, is to you is to develop a comprehensive plan that addresses a wide spectrum of needs regarding:

  • Asset Allocaton
  • Disability Income
  • Education Funding
  • Estate Planning
  • Long-Term Care
  • Retirement Planning
  • Survivor Income

To help for successful person financial and business goals.

 

My Mission:

“Whether you are planning for your own financial needs or those of your family or your business, I have the skill and knowledge to help you find answers. I want to help you align your current financial picture with your future financial goals. I will get to know you and do comprehensive planning to fit your needs, wants and dreams for both short and long term goals. My team is here to also help you achieve those goals by providing individualized financial plans and life strategies.”

-Charles E Martin

Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's comprehenisve approach to personalized financial planning can help you achieve the future you envision.

Changing Jobs? Your Top 5 Financial Considerations Beyond Salary

Learn how to assess a new job’s benefits, protect your existing assets, efficiently roll over your 401(k), and more in this free white paper. It also includes worksheets for evaluating major insurance benefits.
Download Now

When is it a good time to take on debt?

When you want something such as an education, a new car, a new TV, or a home, it’s not uncommon to take out a loan or even use your credit card. In this month’s Ask the Financial Expert column, our experts weigh in on the topic and discuss “good debt versus bad debt” and how debt as a whole affects our economy.