My name is Daniel Martens and I'm a Financial Advisor with Martens Financial and a Investment Representative with Hub Capital Inc in Stratford, PEI. I provide personalized financial advice for my clients that will help them realize their future and present financial goals and dreams. I concentrate on goals based planning for my clients. Its all about the Process not the Product. If you have any questions please don't hesitate to call me at 1 (902) 394-0502 or email me at email@example.com. Mutual funds provided through Hub Capital Inc.
At Martens Financial, I will guide you through the many financial decisions that you make in your lifetime in order to reach your financial goals. I put planning for what’s important to you before anything else. I will work with you to review your current situation and develop a financial plan going forward that targets the areas that are most important to you and your family. I will recommend strategies and review this plan with you on a regular basis. We will update and adjust the plan year in and year out.
These strategies can be divided into two different categories, Investment Planning and Insurance Planning:
Investment Planning is the part of your financial plan that involves saving money and accumulating it for the future. There are many different types of savings plans and I can help recommend which type of investment would best suit your situation. There are many different types of investment accounts and I can help determine which will be most beneficial and which will be the most tax efficient for your situation.
Insurance Planning is the part of the financial plan that protects you and your family against the unforeseen circumstances in your life that might otherwise derail your financial plan or your life:
- Life Insurance (Permanent, Term and Universal Life)
- Travel Insurance (Blue Cross)
- Disability Insurance
- Critical Illness Insurance
- Health and Dental Insurance
- Long Term Care Insurance
- Group Benefits
- Life Insurance (Guaranteed Issue, non-medical)
DISCLAIMER: Any reference to Investments, Investment Funds, Investment Planning, Retirement Planning, Financial Planning, Markets, RRSPs, RRIFs, Locked in accounts, Non-registered accounts, TFSAs RESPs, RRSP Loans, Leverage Loans, wealth creation or asset accumulation is not related to the sale of Mutual Funds.