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, holistic firm offering personalized financial planning and wealth management services to a diverse clientele throughout the United States.
Our clients benefit from a simplified financial life. Honoring each client’s unique circumstance and attitudes towards money, we can help you understand where you are now, then design and 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 may benefit as a client.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even if you’re young and single, you should still consider protecting yourself.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Couples may be able to head off many of the problems in a marriage that money can cause.
Healthy habits are one of the greatest gifts to give your child.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Understanding the cycle of investing may help you avoid easy pitfalls.
Peer-to-peer payment apps are one of the newest ways to send money.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A special needs trust helps care for a special needs child when you’re gone.
What is your plan for health care during retirement?