portrait of Craig R Martin

Focus Areas

  • Retirement income strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Wealth strategies
  • Business owner considerations
  • Divorce finances

Team Members

  • Melanie Simmet
    Client Experience Specialist
  • Kimberly Leighton
    Client Experience Specialist
  • Susan Meger
    Client Experience Specialist

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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Setting your path

We use an established process to help you reach your goals.

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