Are You Retirement Ready?
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
I’m Edward Martell, an independent financial advisor who understands the many concerns individuals and families face as they prepare for retirement. Whether that is five or fifteen years away, my goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through my comprehensive approach, I develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. My mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. I treat my clients with respect and make the effort to educate them about their financial future. When clients work with me, I treat them as I would like to be treated. Based in Fountain Valley, CA, I serve clients throughout the United States.
Start preparing for tomorrow’s retirement today by contacting me to learn more about my complimentary, obligation-free meetings.
Helpful Content

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Determine if you are eligible to contribute to a traditional or Roth IRA.
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An Inside Look at Retirement Living
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Using smart management to get more of what you want and free up assets to invest.
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The importance of life insurance, how it works, and how much coverage you need.
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A presentation about managing money: using it, saving it, and even getting credit.
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Want to do more with your wealth? You might want to consider creating a charitable foundation.
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In life it often happens that the answers to our most pressing questions are right in our own backyards.
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