Martinsen Wealth Management

Financial - Services & Investments

Hours:

Mon 8:30AM–5PM
Tue 8:30AM–5PM
Wed 8:30AM–5PM
Thu 8:30AM–5PM
Fri 8:30AM–5PM

Driving Directions:

Just off the 101 and Elliott in Tempe, located in the ASU Research Park in Tempe, AZ

About Us

We help our clients navigate the complexities of retirement planning through our signature holistic 5W Retirement Blueprint process.

The 5W Retirement Blueprint, is focused on five key pieces of the retirement planning puzzle that aims to help our clients achieve their unique and optimal retirements.

*The Investment & Risk Management Plan
Eliminate unnecessary risk from your portfolio while ensuring you still have growth through reasonable rates of return.

*The Income For Life Plan
Create an income plan to ensure your expenses can be paid with predictability for your entire retirement.

*The Tax Management Plan
A strategy for reducing tax liabilities and tax rate risk is critical for any retirement plan.

*The Health Care Plan
Create a plan to help address rising healthcare costs.

*The Legacy & Estate Plan
Ensure your affairs are in good order and your family is protected with a complete Will & Trust package. Working collaboratively with an estate planning attorney.

Contact us today for more information about our services, products or approaches. We’ll schedule a meeting that is most convenient and comfortable for you, whether that is in person, virtually or by phone.

Highlights

Investment Planning: The first crucial step involves analyzing your portfolio and developing an investment plan based on
Income Planning: Making sure your expenses can be paid with predictability for the rest of your life is crucial.
Tax Planning: A strategy for reducing tax liabilities is critical for any retirement plan
Health Care Planning: Health care costs are always on the rise, and we will create a plan to help you address costs
Legacy Planning: A strategy for reducing tax liabilities is critical for any retirement plan