Jim Martin
Owner of SEC Registered RIA Martin Wealth Solutions.
- Role
- President Financial Advisor - Rfc, Aams at Martin Wealth Solutions
- Location
- Roanoke, VA, US
- LinkedIn followers
- 500 followers
About Jim Martin
Hi, I\'m Jim. And I help people make smart,\"healthy\" financial decisions. In over 10 years as a financial planner, I’ve discovered that financial health is just as important as physical health. But it usually gets neglected even more. Life happens. You get busy. And those things that you meant to do get put off down the road. You see, what I\'ve found is that even the smartest people (executives, surgeons, PhDs, etc.) make small, consistent mistakes with their finances that can start to compound. And over time, these mistakes (if left unchecked) can cost you thousands of dollars in excess taxes, fees, and opportunity cost. and can eventually turn into long-term problems later on. By taking a proactive, detailed approach to my client\'s financial life - I help them get the right answers to their questions before the problems arise. To learn more, feel free to schedule a quick 15-minute chat. Contact me directly: 54••••••10 r•••••@planwellretirehappy.com
Experience
President Financial Advisor - Rfc, Aams
Nov 2011 — Present · Radford, VA
President and Founder of Martin Wealth Solutions, a SEC Registered RIA, with offices in Christiansburg and Roanoke. We deliver world class retirement planning and investment management services.
Education
UNC Charlotte
BS
Skills
- Retirement
- Investments
- Financial Advisory
- Finance
- Estate Planning
- Retirement Planning
- Wealth Management
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