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  • Home
  • Quotes
    • Asset Protection​ Quote >
      • Home Mortgage Protection Quote
      • Disability Insurance Quote
      • Final Expense Insurance Quote
    • Business Quotes >
      • Business Insurance Quote
      • Business Owners Package (BOP) Insurance Quote
      • Group Benefits Insurance Quote
      • Insurance Bond Quote
    • Health & Accident Protection >
      • Critical Illness Insurance Quote
      • Dental Insurance Quote
      • Health Insurance Quote
      • Vision Insurance Quote
    • Wealth Accumulation Quote >
      • Annuity Quotes
      • Life Insurance Quote
    • Property & Casualty Quote >
      • Auto Insurance Quote
      • Homeowners Insurance Quote
      • Real Estate Insurance Quote
      • Travel Insurance Quote
      • Umbrella Insurance Quote
      • Workers Compensation Quote
    • Retirement Planning Quote >
      • Long Term Care Insurance Quote
  • Service
    • Quick Quote & Apply
    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Proof of Insurance
    • Contact My Carrier
    • Online Documents
    • Free Consultation
  • Products
    • Asset Protection >
      • Home Mortgage Protection
      • Disability Insurance
      • Final Expense Insurance
    • Business Insurance >
      • Business Insurance
      • Business Owners Package (BOP) Insurance
      • Group Benefits
      • Insurance Bonds
    • Health & Accident Protection >
      • Critical Illness Insurance
      • Dental Insurance
      • Health Insurance
      • Vision Insurance
    • Property & Casualty >
      • Auto Insurance
      • Homeowners Insurance
      • Real Estate Insurance
      • Travel Insurance
      • Umbrella Insurance
      • Workers Compensation
    • Retirement Planning >
      • Financial Planning
      • Long Term Care Insurance
      • Pension Maximization
      • 401(k) Rollovers
    • Wealth Accumulation >
      • Annuities
      • Life Insurance
  • About
    • Staff Directory
    • Refer a Friend
    • Insurance Carriers
    • Agency Photo Gallery
    • Newsletter Signup
    • Privacy Policy
    • Videos
    • Accessibility Statement
    • Blog
    • News
  • Contact


Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.
  • Pension Maximization

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(877) 288-PLAN (7526)
60 E 42nd St.
New York, NY 10165​
Click Here to Email Us
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Martin & Murray Wealth Solutions, LLC​
60 E 42nd St.
New York, NY 10165
(877) 288-PLAN (7526)
Click Here to Email Us

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DISCLAIMER: Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member www.FINRA.org / www.SIPC.org. AIC is not affiliated with Martin & Murray Wealth Solutions, LLC or other entities mentioned in this website. Additional products and services may be available through registered associates of Martin & Murray Wealth Solutions, LLC that are not offered through AIC. Securities products are limited to residents of CT, NY and NJ.
​​

This is not an offer of securities in any jurisdiction/ nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Martin & Murray Wealth Solutions, LLC will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.