What We Do
We can help you implement today's financial plan, for a successful tomorrow.Watch Video
We can help you monitor your finances and track your plan progress with secure online tools.Log in
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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The uncertainties we face in retirement can erode our sense of confidence.
Protect yourself against the damage that your homeowners policy doesn’t cover.
To choose a plan, it’s important to ask yourself four key questions.
Second marriages are a trigger event to revisit any existing estate strategies.
Ascertaining the value of your business is important for a variety of reasons.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If you died, what would happen to your email archives, social profiles and online accounts?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are five facts about Social Security that might surprise you.