Confident. Tax-Smart.
Ready for Retirement.

Retirement planning built on a fiduciary foundation. We help people 50+ simplify taxes, income, investments, and healthcare through our signature SmartWealth System™.

Wondering if your money will last, Am I paying too much in taxes, or what should I do with my 401k, Investments or Social Security?

Jeff and Suzy finally have a Tax-Smart Retirement Plan

Google Reviews

What People Are Saying

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Mark Ryan profile picture
Mark Ryan
27 November 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great friendly very informative group to work with. Keeps us updated on latest info. Reaches out to see if we need anything or want to meet with them.
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marcia logwood profile picture
marcia logwood
28 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I've been with Jim and his team for about 5 years. They are professional yet very personable. I have had great results in my investment. Would highly recommend.
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Barney Dean profile picture
Barney Dean
28 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jim and his team worked diligently with me and my wife to set up a financial solution based on our anticipated retirement income and goals. Would certainly recommend Martin Wealth Solutions to help navigate thru the numerous options available.
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Moe Millar profile picture
Moe Millar
22 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
+0
Jim Martin and staff have provided my family with financial services for over 10 years and I wouldn’t think of going anywhere else.
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steffen abrahamsen profile picture
steffen abrahamsen
21 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We have easy access to questions ,planning,and good advising that is well organized.They are prompt in returning calls and we like the family atmosphere.
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Dee Hawthorne profile picture
Dee Hawthorne
18 August 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Had a great dinner/drinks at VT with clients of Martin Wealth Solutions. Very enjoyable and learned about the big beautiful bill
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Tom Deane profile picture
Tom Deane
27 November 2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
As a new client, I have found Jim Martin, Sam Benson and the entire staff to be knowledgeable, friendly and helpful. They provided the time needed to listen to my situation and concerns. I feel comfortable and trust that they are guiding me in the right direction.
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John Barnes profile picture
John Barnes
29 November 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I have been with Martin Wealth solutions for several years. They have always been great and looked out for my best interest. Five star.
Posted on Google Google
Bill Bohannon profile picture
Bill Bohannon
14 February 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jim Martin and his wonderful team at Martin Wealth Solutions are extremely knowledgeable, professional, and responsive. From our very first visit, Jim and his team have made us feel welcome and comfortable. It has been a pleasure working with them as my wife and I move towards retirement. I would absolutely 100% recommend Martin Wealth Solutions.
Posted on Google Google
Talmage Mathis profile picture
Talmage Mathis
12 August 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
The whole team at Martin Wealth have been very helpful to me. I’ve been a client for about 5 years and love that they are always available to answer questions. They keep us informed whenever market conditions are changing. They are knowledgeable, low pressure and great to work with.

How can I reduce my taxes in retirement?

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1

Step #1

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2

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3

Step #3

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We do the heavy lifting so you can retire with confidence — and keep refining the plan as your life changes.
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