Personal Wealth Management and Financial Planning
Your Success is Our Success
Our Services
FINANCIAL PLANNING
Together we will identify your values and goals, then create and implement a financial plan to help you pursue them.
INVESTMENTS
We assist clients in developing their investment strategies based on their financial objectives, income needs, and risk tolerance.
RETIREMENT
We will assess your current financial situation, determine the retirement lifestyle for your future, and review the many options available.
ESTATE PLANNING
We will guide your estate planning and gifting strategies so you can provide for those you care about most.
LIFESTYLE
We will partner with you, aiming to help you sustain and grow long-term wealth consistent with your values and aspirations.
INSURANCE PLANNING
When it comes to life insurance, disability income insurance and long-term care insurance, we will help you determine the type and amount of coverage that is best for you.
TAX PLANNING
We can provide strategies for long-term tax efficiency to help you reduce your tax liabilities.
COLLEGE PLANNING
We can assist in setting your college planning goals and help you choose the best path to pursue them.
Meet Your Financial Team
Lee S. Martin
CERTIFIED FINANCIAL PLANNER™ practitioner
Email: [email protected]
Lee has decades of experience serving customers and the local community. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1995. His client first philosophy is an important part of his credo. He also believes in planning first before making any significant retirement or investment decisions. Most people have no plan when it comes to retirement or investing. Lee’s priority is to do this with each of his clients.
Lee has built a reputation for providing trustworthy, well-researched advice to his clients. He uses a proprietary planning process that allows him to create a highly customized plan that strives to meet each client’s needs.
The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert counsel and experience. Lee believes in a proactive approach to wealth management to minimize risks and provide greater opportunities.
Lee is a member of the Financial Planning Association (FPA) and has been a Qualifying Member of the Million Dollar Round Table, the premier association for financial professionals. He has a B.S. from California Polytechnic University and an M.S. from Seattle Pacific University.
Lee is also a multi-year recipient of the Five Star Professional award for Wealth Managers as seen in Seattle Magazine.
Wendy Brown
LPL Registered Administrative Assistant
Email: [email protected]
Wendy has extensive financial industry experience in securities and cash operations, client service and trading support. She has been with Lee Martin as his assistant for more than 10 years providing professional and knowledgeable client service. She also organizes client events and seminars and assists with branch compliance among many other projects.
She currently holds FINRA Series 7 & 63 registrations with LPL Financial.
Client Links
What is Your Risk Number?
Research shows that four out of five investors have more risk in their portfolio than they realize.* This excess of risk can subject you to greater losses in market downturns.
Risk is different for every person based on their unique situation, stage of life, and personality. It is important to understand your personal risk preference so that you can ensure that your portfolio is in line with it and you aren’t caught off guard.
Do you know your risk number? Check out my online risk assessment tool to see where you stand today!
Once you know your unique risk number, it’s time to make sure your portfolio reflects your risk level. Take the first step and schedule an appointment today!
Contact Us
Schedule your introductory meeting.