Martin Wealth Management

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Welcome to our web site!
We are a financial planning, accounting and tax preparation firm that has been serving the Santa Clarita Valley for more than 30 years. On this site you will find a wealth of information in the form of newsletter articles, calculators, and research reports and important tax information.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Were here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldnt want you to miss any developments in the area of personal finance.

Compare the potential future value of tax-deferred investments to that of taxable investments.
Disability Income Insurance
How much Disability Income Insurance do you need?
Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes

How much would your monthly lease payment be?
More Calculators →

Searching for Your Ideal Risk Tolerance
Many people base their ideas about risk tolerance on subjective standards their feelings without considering whether their personal circumstances would either exaggerate or mitigate the risk inherent in a particular investment.
Protection for a Price
Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.
How Health-Care Expenses Could Affect Your Retirement Lifestyle
Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?
More Newsletters →

Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Manage your taxes and prepare for the upcoming tax season.

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).

Interactive Data Corporation. (NYSE:IDC)

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value