Market Watch

January 27, 2012 @ 08:35 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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Martinsen Financial Consultants DBA Logo

 

 

 

 

Gregg E. Martinsen, CLU &
Lynda Martinsen, CFP®

Our Mission

Together, we are a team dedicated to helping individuals and families build their financial futures and plan for their retirement. Focused attention, service and commitment to our clients has been the cornerstone of our practice for over 26 years. Adhering to these principals has allowed us to work mainly on a referral basis, and provide our clients the level of service and professional advice they deserve. Our objective is to develop a long-term relationship with our clients so that we are their most trusted financial professionals now and in the years to come.

Our Approach

Our first step in creating a sound financial plan starts with the question "What is important to you in life?" Our job as your financial professionals is to work with you to facilitate a plan to achieve your goals. As life occurrences arise, needs and goals are likely to change. Therefore, monitoring our clients’ plan and strategies through annual reviews and consistent service is the most important piece to achieving their financial future. We take pride in building relationships with our clients both professionally and personally.

Our Background

We both received B.S. degrees from Canisius College, Buffalo, NY in 1985. We have continued to enhance our professional education with Lynda graduating from Rochester Institute of Technology in 1992 with a Masters Degree and Gregg completing his Chartered Life Underwriter (CLU) professional designation through the American College in 1996. In February 2008, Lynda received a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Most recently, Lynda received a Certificate in Financial Planning from Boston University in August 2011 and earned her CERTIFIED FINANCIAL PLANNER(TM) Certification in September 2011.

As for our personal life, we have been married for over 24 years and live with our four children in Clarence, New York. Our family is involved in many community organizations including the Clarence Soccer Club, Buffalo Lacrosse Academy and Academy of Theatre Arts in Williamsville. 

Thank you for visiting our site and we would welcome the opportunity to help you build your financial future. Send us an e-mail, give us a call, sign up for an upcoming seminar or register for a no obligation meeting using our web site.

Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

More Newsletters →

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

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