What We Do
We can help you implement today's financial plan, for a successful tomorrow.Watch Video
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How We Can Help You
We can help you consolidate, simplify, and coordinate all of your wealth management needs.Watch Video
The Martin Worley Group is an independent, boutique firm offering personalized financial planning and wealth management services to a select group of diverse clients throughout the United States.
Our clients benefit from a simplified financial life, allowing them to focus on reaching their goals and living their dreams. Honoring each client’s unique circumstance and emotional attitudes towards money, we can help you understand where you are now, then design and most importantly, implement a plan to get you where you want to be.
We invite you to partner with us! Explore our site to learn more about the services we provide, then contact us with questions or Click Here to Schedule an Introduction to see how you could benefit as a client.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This worksheet can help you estimate the costs of a four-year college program.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a few things to consider when buying or leasing your next vehicle.
Even low inflation rates can pose a threat to investment returns.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Women must be ready to spend, on average, more years in retirement than men.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.