FAQ’s
Comprehensive Financial Planning Frequently Asked Questions
1. What are your qualifications?
The specialists at Chuck Martino & Associates have over 20 years of experience in helping clients meet and exceed their financial goals. We take pride in continually educating ourselves, as well as being active members within the community.
Click on Our Team to see a detailed biography of each team member.
2. What is your approach to financial planning?
Chuck Martino & Associates was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. We accomplish this by engaging our clients through a proven and deliberate six step Comprehensive Financial Planning Process.
3. How are you compensated? How will I Pay for your services?
The planner/client relationship is determined on a case-by-case basis. Compensation could be received from Planning fees, commissions from sales, investment advisory fees or all three. A detailed explanation of the fees/costs associated with your situation will be provided in writing prior to any commitments being made either by you or our firm.
4. What financial institution(s) do you represent?
Charles “Chuck” W. Martino, Jr, CLU, ChFC is an Investment Advisor Representative of and offer securities and investment advisory services through Capital Investment Advisory Services, LLC., Member FINRA, SIPC, and Registered Investment Advisor. Chuck Martino & Associates and Capital Investment Advisory Services, LLC. are not affiliated entities.
We have access to all publicly traded mutual funds, exchange traded funds and a variety of alternative investments. In addition, we have access to over 400 insurance companies and 17,000 investment companies to meet your financial planning needs.
5. Do you provide a free initial consultation?