Len R Martinez is an Investment Advisor and Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “I know we will” retirement.
Using 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement. Areas of discussion typically focus on Taxes, Stocks and Bonds, Estate Plans and Insurance …but may include many others (Social Security, Budget Development, Income Planning, Medicare, how to pay for Long-Term Care expenses, etc).
SEC credentials and perfect disciplinary history at: “brokercheck.finra.org” or “adviserinfo.sec.gov” using “Len R Martinez” and “Dallas, TX” as your search criteria.
Prior to independently starting and building a successful financial services business in 1998, Len had consulting and leadership roles with small, medium and very large companies, from 1988 to 1998.
A proud Longhorn! Len graduated from the University of Texas with a BS in Mechanical Engineering, Cum Laude in 1988.
LICENSES & ACCREDITATIONS
- Retirement Planner
- Insurance Representative
AREAS OF EXPERTISE
- LIFE INSURANCE
- LIVING BENEFITS
- TAX-FREE RETIREMENT
- LONG-TERM CARE INSURANCE