Are You Retirement Ready?
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
I’m Edward Martell, an independent financial advisor who understands the many concerns individuals and families face as they prepare for retirement. Whether that is five or fifteen years away, my goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through my comprehensive approach, I develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. My mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. I treat my clients with respect and make the effort to educate them about their financial future. When clients work with me, I treat them as I would like to be treated. Based in Fountain Valley, CA, I serve clients throughout the United States.
Start preparing for tomorrow’s retirement today by contacting me to learn more about my complimentary, obligation-free meetings.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Making the most of surprises is a great reason to work with us.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Lifestyle considerations in creating your retirement portfolio.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
A look inside the U.S. government's statistics on household net worth.
Term insurance is the simplest form of life insurance. Here's how it works.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
There are hundreds of ETFs available. Should you invest in them?
Do you know how to set up your financial goals for success? This knight does.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Women must be ready to spend, on average, more years in retirement than men.