Rick Martin, Cfp®

Rick Martin, Cfp® Email and Phone Number

Senior Financial Planner, specializing in retirement planning @ Szarka Financial
north olmsted, ohio, united states
Rick Martin, Cfp®'s Location
North Olmsted, Ohio, United States, United States
Rick Martin, Cfp®'s Contact Details

Rick Martin, Cfp® work email

Rick Martin, Cfp® personal email

n/a
About Rick Martin, Cfp®

My mission is to help individuals and couples retire successfully. To achieve their financial goals, they need to make sound informed decisions about their future. Investing assets with a long-term plan is how I help my clients achieve their goals.I work collaboratively with clients to help them identify their long-term financial goals and develop a plan to balance those goals with the minimum investment risk they may need in order to accomplish them. I use an objective process that projects the potential impact of inflation, healthcare and taxes. I then help manage assets, balancing risk vs. long-term goals.A cancer survivor, I know how important it is to consider unanticipated emergencies, such as the loss of a job, premature death, major health issue, or long-term disability in order to develop contingency plans.Let me help you achieve your financial goals.29691 Lorain Road | North Olmsted, OH 44070 | 440-779-1430 | www.szarkafinancial.com

Rick Martin, Cfp®'s Current Company Details
Szarka Financial

Szarka Financial

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Senior Financial Planner, specializing in retirement planning
north olmsted, ohio, united states
Employees:
14
Rick Martin, Cfp® Work Experience Details
  • Szarka Financial
    Senior Financial Planner
    Szarka Financial Jun 2006 - Present
    North Olmsted, Oh
    As a CFP®, Rick takes a holistic approach with his clients. He believes that investment assets are the foundation of the retirement plan, but there are so many other factors that come into play during people’s lives. He believes that flexibility is key to a successful retirement plan.
  • Plax & Associates
    Financial Planner
    Plax & Associates Jul 2005 - Jun 2006
  • Lincoln Financial Advisors
    Financial Planner
    Lincoln Financial Advisors 2000 - 2005
  • Cole Managed Vision
    Director, Operations
    Cole Managed Vision 1995 - 2000
  • Progressive Insurance
    Various Roles
    Progressive Insurance 1979 - 1995

Rick Martin, Cfp® Skills

Financial Planning Estate Planning Risk Management Fee Based Asset Manager Retirement Planning Retirement Income Strategies Social Security Strategies Social Security Strategies

Rick Martin, Cfp® Education Details

Frequently Asked Questions about Rick Martin, Cfp®

What company does Rick Martin, Cfp® work for?

Rick Martin, Cfp® works for Szarka Financial

What is Rick Martin, Cfp®'s role at the current company?

Rick Martin, Cfp®'s current role is Senior Financial Planner, specializing in retirement planning.

What is Rick Martin, Cfp®'s email address?

Rick Martin, Cfp®'s email address is r.****@****ial.com

What schools did Rick Martin, Cfp® attend?

Rick Martin, Cfp® attended Ohio University, Case Western Reserve University, Kirtland High School, Ohio University, Ohio University.

What are some of Rick Martin, Cfp®'s interests?

Rick Martin, Cfp® has interest in Social Services, Health.

What skills is Rick Martin, Cfp® known for?

Rick Martin, Cfp® has skills like Financial Planning, Estate Planning, Risk Management, Fee Based Asset Manager, Retirement Planning, Retirement Income Strategies, Social Security Strategies, Social Security, Strategies.

Who are Rick Martin, Cfp®'s colleagues?

Rick Martin, Cfp®'s colleagues are Adrienne Heidecker, Alex Szarka, Alex Menassa, Jd, Mt, Cpa, Les Szarka, Cfp®, Chfc®, Adrienne Heidecker, Debra Szarka.

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