This process is advisory and analytical, involving evaluation of your present financial situation, income tax and investment planning, estate and retirement planning with specific recommendations in each of these areas.
We provide continuous advice and asset management to you regarding the investment of your funds based upon your risk assessment, goals, and time horizon. We will develop an allocation that suits your needs.
Implementing a retirement plan for your business can offer tax savings and a way to secure your own retirement along with that of your employees. We offer a wide-range of employer-sponsored retirement plan, including 401k, Solo 401k, Profit Sharing, SEP IRA, and Simple IRA.
Investors have more environmentally conscious opportunities today than ever before. These considerations have been widely adopted within equity and fixed income markets. Investing environmentally has the potential to positively impact society while providing competitive returns.
At Martel Wealth Advisors, Inc. we have assisted numerous medical professionals in the Pacific Northwest to realize their financial goals. We specialize in providing a retirement plan that evaluates your financial situation, including tax situation, investment allocation, and retirement planning. We then work with you to implement and monitor our recommendations. Our process provides you peace of mind that you are on track to meet your financial goals.