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Martinsen Wealth Management

Martinsen Wealth Management

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.

INVESTMENT PLANNING

INCOME PLANNING

TAX PLANNING

HEALTH CARE PLANNING

LEGACY PLANNING

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.

Rep/Contact Info

Lane Martinsen
CEO

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