Products & Services

At Chuck Martino & Associates, we provide assistance in the following areas:

Advisory Services 

• Comprehensive Financial Planning
• Portfolio Management
• Business Planning
• Estate Planning
• Retirement Planning
• Non Fee Based Planning
• Education Planning
• Risk Management Analysis
• Employee Benefits

Investments

• Brokerage Accounts
• Mutual Funds
• Exchange Traded Funds
• Managed Accounts
• WRAP Accounts
• Variable & Fixed Annuities
• 529 Plans

Insurance

• Life Insurance
• Disability Income Insurance
• Long Term Care Insurance
• Individual Health Insurance
• Medicare Supplements
• Medicare Advantage Plans
• Group Benefits (Health, Life, Dental, DI)
• Cafeteria Plans

Estate Planning

• Charitable Giving
• Tax Reduction Planning
• Gifts to minors
• Buy-Sell Planning
• Business Overhead Planning
• Business Continuation Plans

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.