A 20-minute call with a fiduciary advisor—not a salesperson. We’ll talk through where you are, what’s on your mind, and whether a next step makes sense. No sales pitch. No paperwork. No pressure. Just a conversation. We’ll also explain how our planning process looks at retirement income, investments, and taxes—and where we may be able to help.
The next step is getting a complete picture of where you are and what you want retirement to look like. We’ll review your income, investments, taxes, healthcare, and other important details, then build a retirement plan designed to help you spend confidently, enjoy what you’ve worked for, and make retirement work on your terms.
We’ll bring everything together in your SmartWealth Plan™, beginning with your Income & Investment Blueprint. You’ll see when you can retire, how much you can spend, where your retirement income will come from, how your investments support the plan, and which tax strategies may help.
We’ll walk through the recommendations together, answer your questions, and identify the next steps for putting your plan into action.
Retirement changes over time, and your plan should change with it. We’ll connect with you quarterly to review your progress, update your plan, and work through important decisions about income, taxes, investments, healthcare, and your legacy. You’ll always know what needs attention now, what can wait, and what comes next.
Schedule a 20-minute call with a fiduciary advisor - not a salesperson. We’ll talk through where you are, what’s on your mind, and whether a next step makes sense. No sales pitch. No paperwork. No pressure. Just a conversation.
The underlying question is simple: "Will we be okay?" We build a plan that shows when you can retire, how much you can spend, and where your retirement income will come from—so you can enjoy what you worked for.
“What happens if the market crashes after I retire?” It’s one of the biggest fears retirees have. We build low-cost, tax-efficient portfolios so you have a clear strategy for what to do when markets fall instead of reacting in the moment.
“How do I pay less in taxes?” We build tax strategies to help you reduce taxes today and throughout your retirement—so you can keep more of what you’ve worked hard to save.
A retirement plan should answer the questions that matter most: When can I retire? How much can I spend? Where will my income come from? And what could throw the plan off course? We bring together your Social Security, pensions, investment withdrawals, required minimum distributions, and other income sources to create a clear retirement paycheck. Your plan will help you:
As life changes, we’ll update the plan so you can keep making smart retirement decisions.
“How do I pay less in taxes?” Tax planning in retirement is about more than filing a return. We look ahead at how withdrawals, Roth conversions, Social Security, investments, and required minimum distributions may affect what you owe over time. Your plan can help answer:
We look for opportunities to reduce taxes, adjust the strategy as laws and circumstances change, and coordinate with your tax professional when needed—so you can make smarter decisions and avoid costly tax surprises.
Your investments should support the retirement you want—not become another source of stress. We build low-cost, tax-efficient portfolios around your retirement income needs, timeline, and comfort with risk. Your investment plan can help answer:
We use diversified, research-backed investments and adjust your portfolio as your retirement plan changes. As fiduciary advisors, we help you stay disciplined, keep costs and taxes in mind, and avoid costly investment decisions when markets are unsettled.
"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."
A Note from Our Founder: I founded Martin Wealth Solutions in 2011 because it was time for a change - not just for me, but in how the wealth management profession delivered advice and cared for clients as fiduciaries. The goal was simple: make retirement planning easier to understand. Make it human. Today, our fiduciary planning team - including CFP® professionals – helps people make smart decisions about taxes, retirement income, investments, and healthcare. So they can retire on their terms.
That goal shapes every part of our firm - our people, our services, our operations, and how we work with you. We give you clear answers and a team you can turn to whenever an important retirement decision comes up. We serve clients in Roanoke, Salem, Smith Mountain Lake, Blacksburg, Christiansburg, and throughout the New River Valley, as well as clients nationwide.
Our fiduciary advisors help you make smart retirement decisions about taxes, retirement income, investments, and healthcare
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New River Financial Group, LLC is a Registered Investment Advisor offering advisory services in the State of Virginia and other jurisdictions where exempted. New River Financial Group, LLC dba Martin Wealth Solutions.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions.
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