(Gary Martin)

Gary Martin - Indianapolis, Indiana Financial Professional


Everyone has a life story with a picture in their mind for their future. A clear vision and a unique approach for short and long term money management are essential elements toward shaping that financial future.

Most of my clients come to me unclear about why and what investment products they should use to meet their objectives and what implications each individual investment product will have on their risk tolerance, liquidity, income taxes and appreciation expectations.
As a part of my practice, I listen, gather information, develop a plan specifically designed for each client's goals and objectives. As financial goals change during our life's transitions and phases, I meet with clients on a regular basis to redesign and maintain their individual financial plan.

Drawing on over 30 years of experience in financial consulting and my own Income Tax Practice, I feel I offer an innovative strategic planning process. I believe that the selection of investments, insurance products and the positioning of assets is best served by an independent non biased approach. Thus, I am aligned with numerous financial and insurance companies and constantly seeking new alternatives and products. All of this so I might have the available tools to meet the unique needs of each individual client.

My office is located on the north side of Indianapolis, Indiana serving a diverse group of clients throughout Indiana, Ohio, Kentucky and several other areas in the U.S. I welcome the opportunity to meet with you.
 
My biography:      
  • B.S in Business and Accounting, University of Indianapolis
  • Pile and Company, Indianapolis, IN, Income Tax Accountant
  • Ameriprise Financial, Indianapolis, IN, Financial Consultant
  • Asset Management Group, LLC, Financial Consultant, Income Tax preparation

We are a proud member of the safe money places agent network

The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy. 

The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe. 

Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
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Please visit our educational website www.SafeMoneyPlaces.com for more information. 

ASK US A FINANCIAL QUESTION

Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers. ​