My name is Martin Hurlburt and my life's mission to help people prepare for and enjoy a successful retirement.
My process is designed to put all
the pieces together. It can help
you avoid costly mistakes and give
a step by step plan on what you
should do from now until your last
day at work and beyond.
Wouldn’t that be nice to know?
To set up a complimentary 30 minute
consultation, click here
Meet John & Cindy
At our first meeting, we asked John and Cindy questions. We helped them clarify their values, define their goals, and benchmark their current financial reality. They walked away with a clear, compelling vision of their financial future. With this in hand much of their stress seemed to vanish.
They asked us to create a comprehensive financial plan for them, which we did by analyzing their retirement accounts, pensions, estate plan, insurance, and taxes. We came up with a list of specific action items to give them the highest probability of achieving their goals.
John and Cindy found the plan very helpful in putting things in perspective and giving them specific action items. They asked us to help them implement it. Now we meet several times a year to make any adjustments needed and review their progress. They are looking forward to a wonderful retirement!
By far, the most common thing we hear from new clients is “I wish we had done this sooner!”
It all starts with a conversation.
To arrange yours, click here.
My process has
three basic parts
A Values Based Conversation
We will ask you questions, help you clarify your goals and review your current financial situation. Whether or not we choose to work together, you will walk away with a clear and compelling shared vision of your financial future.
When we create a plan. We will do a thorough examination of your investments, estate planning, taxes, insurance and more. We make sure things are working together and are in alignment with both your goals and your values. You will get a specific list of action items (things to do and improve).
We will assist you in implementing the action items agreed upon and keep you updated on a regular basis.
We handle everything from there and free you up to pursue those things that are important to you.
Watch Martin's TEDX Talk
Get your FREE money personality.
Your money personality is the lens through which you view your entire financial world. It impacts how you earn, spend, manage and invest your money.
Understanding your personality and that of your spouse is the starting point for creating an effective financial strategy.
Martin Hurlburt is a founding partner and investment advisor representative of T.M. Wealth Management, LLC. A registered investment advisory firm with offices in Orem, UT and Reston, VA. To visit their website, click here.
It doesn't matter if you're rich or poor... as long as you've got money! - Unknown.
True financial success comes from aligning your resources (time, energy & money) with the things you value most. - Martin Hurlburt