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Retirement and Financial Planning Strategies in Pennsylvania

Located in Wyoming County, Straightforward Wealth Management is a retirement planning and financial consulting firm serving northeast Pennsylvania.

http://www.straightforwardwealthmgmt.com/

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CONTACTS AT STRAIGHTFORWARDWEALTHMGMT.COM

Straightforward Wealth Management

Bernard Martin Jr

RR#1●●●●415M

415M Pi●●●●●●●l Drive

Fa●●ls , Pennsylvania, 18615

UNITED STATES

570 ●●●●2825
570 ●●●●2794
be●●●●●●●●●●●●@lpl.com

View this contact

Straightforward Wealth Management

Bernard Martin Jr

RR#1●●●●415M

415M Pi●●●●●●●l Drive

Fa●●ls , Pennsylvania, 18615

UNITED STATES

570 ●●●●2825
570 ●●●●2794
be●●●●●●●●●●●●@epix.net

View this contact

Straightforward Wealth Management

Bernard Martin Jr

RR#1●●●●415M

415M Pi●●●●●●●l Drive

Fa●●ls , Pennsylvania, 18615

UNITED STATES

570 ●●●●2825
570 ●●●●2794
be●●●●●●●●●●●●@epix.net

View this contact

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Retirement and Financial Planning Strategies in Pennsylvania | straightforwardwealthmgmt.com Reviews
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Located in Wyoming County, Straightforward Wealth Management is a retirement planning and financial consulting firm serving northeast Pennsylvania.
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Retirement and Financial Planning Strategies in Pennsylvania | straightforwardwealthmgmt.com Reviews

https://straightforwardwealthmgmt.com

Located in Wyoming County, Straightforward Wealth Management is a retirement planning and financial consulting firm serving northeast Pennsylvania.

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1

Our Products and Services

http://www.straightforwardwealthmgmt.com/p/our-products-and-services

Bernard P. Martin Jr., CFP. 184 Scenic View Lane. Falls, Pennsylvania 18615. CFP Let's Make A Plan. Your Own Personal Financial Website. 160;  We specialize in working with clients that have recently received natural gas royalties.  We design retirement strategies for those individuals retiring from companies like Procter and Gamble, local unions and more. . 160;   Ever since 2007 when upfront lease signing bonus was only $50 per acre, the founder of. Straightforward Wealth Management, LLC. 160; &#1...

2

Resources | Bernard P. Martin Jr. CFP®, CPA/PFS

http://www.straightforwardwealthmgmt.com/resource-center

Bernard P. Martin Jr., CFP. 184 Scenic View Lane. Falls, Pennsylvania 18615. CFP Let's Make A Plan. Your Own Personal Financial Website. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. 160; Download Market Commentary. INX, OEX, IXIC, TNX.

3

Some Useful Links

http://www.straightforwardwealthmgmt.com/p/some-useful-links

Bernard P. Martin Jr., CFP. 184 Scenic View Lane. Falls, Pennsylvania 18615. CFP Let's Make A Plan. Your Own Personal Financial Website. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 160;    BernardMartinCPA.com. Bernard P. Martin Jr., CPA, CMM is not affiliated with Straightforward Wealth Management, LLC or LPL Financial. The Wall Street Journal. New York Stock Exchange.

4

How We Help

http://www.straightforwardwealthmgmt.com/p/how-we-help

Bernard P. Martin Jr., CFP. 184 Scenic View Lane. Falls, Pennsylvania 18615. CFP Let's Make A Plan. Your Own Personal Financial Website. We can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. Social Security and Medicare issues. Natural gas royalty issues. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? When should I start taking Social Security? 160; Download Market Commentary. The LPL Fi...

5

Estate | Bernard P. Martin Jr. CFP®, CPA/PFS

http://www.straightforwardwealthmgmt.com/resource-center/estate

Bernard P. Martin Jr., CFP. 184 Scenic View Lane. Falls, Pennsylvania 18615. CFP Let's Make A Plan. Your Own Personal Financial Website. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Put It in a Letter. And the Executor Is. Second ma...

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