Kim Martell, CPA Financial Planner

10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

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10/15/2026

Succession planning is often one of the most challenging decisions a business owner will face. It isn't just a financial transition, it's a personal one. The conversations can be difficult, but delaying them rarely makes them easier.

The best place to start is by documenting what matters most: your people, your processes, and the purpose behind what you've built. Because when it comes to legacy, preparation matters far more than perfection.

If you've built something meaningful, planning for its future may be one of the most important investments you can make.

10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

10/08/2026

The opportunities created through a successful business often reach far beyond the business itself. Thoughtful planning can help turn years of hard work into a lasting source of impact.

10/06/2026

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.

10/01/2026

A successful business can leave a legacy that extends far beyond its years of ownership.

At its best, a transition not only preserves what you've built but also creates lasting value for those who follow.

10/01/2026

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

09/24/2026

Your business may be your greatest asset, but it should never be your only source of confidence.

Confidence comes from knowing that your future, your family, and your goals can withstand both success and uncertainty.

That's the difference between owning a valuable business and building a resilient life.

09/23/2026

If you’re building something of your own, let’s review a few planning basics that can help support both your business and personal goals.