Martin Tax & Financial Services

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Martin Tax & Financial Services Martin Tax & Financial Services provides tax, investment and financial services under one roof. member FINRA/SIPC.

Martin Tax & Financial Services offers professional tax, wealth management and financial planning services under one roof. Our tax professionals are here to assist with a variety of issues relating to taxation, as well as offering tax preparation services, all year long. Our financial advisors offer objective advice and personal, professional management of your assets while also helping you navigate the tax issues that arise in connection with investing. Included among the many financial services available at Martin Tax & Financial Services are: assistance with retirement planning and planning for other financial goals, estate planning, college planning, planning for life insurance and long term care needs, tax planning, tax preparation, and resolution of tax related issues. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

The market is as unpredictable as the weather. We’re here to help you prepare.
10/14/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

U.S. Service Members should consider taking advantage of programs that are available.
10/12/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

What actually happens when the U.S. government shuts down?
10/11/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Saving for college doesn’t have to be as complicated as college itself.
10/07/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
10/05/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
10/04/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
09/30/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Stay ahead this year with this handy Personal Finance Calendar.
09/28/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

You've allocated your assets; you just may not realize it yet.
09/27/2026

You've allocated your assets; you just may not realize it yet.

Address

3640 NE Ralph Powell Road
Lees Summit, MO
64064

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18162242560

Website

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