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.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Earnings season can move markets. What is it and why is it important?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The tax rules that govern donating art are complex and confusing. Take a closer look.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Investors seeking world investments can choose between global and international funds. What's the difference?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”