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John Martin
Asset Growth and Protection


I have worked in the financial services industry for more than 25 years. My unique estate tax reduction and wealth maximization strategies bring significant measurable benefit to those who have put together or who should put together their estate plan.

My practice is tailored to individuals who have the wisdom to see the value of proper estate planning; the business acumen to act on objective recommendations; and the financial knowledge to make sound, long-term decisions.

I also work in the long term care market to find creative strategies in using current assets such as existing life insurance policies and annuities or savings accounts to pay for long-term care expenses.

For those who are not retired, I have several strategies that can be used to dramatically enhance retirement income.

I am noted for my commitment to financial planning and for my ongoing efforts to keep up with the evolving complexities relating to the financial marketplace.

In my free time my wife, Jan and I enjoy golfing, hiking, bike riding and spending time with our 7 children and 23 grandchildren.

I am a financial planner practitioner; investment advisor representative and registered representative with Lincoln Financial Advisors, Inc.

 

My Services

Estate planning to include estate tax planning techniques
Retirement Planning
Investments
Securities
Asset protection
Life Insurance, life insurance settlements and annuities
Full Service Financial Plans
Creative solutions to paying for longterm care

 

To Allow Me to Help You

Please contact me , at (801) 298-8676 or email at john@helpforcare.com