Martin Haugh Financial

The Client Experience

Conquer Uncertainty

             Planning      Investments      Life Insurance      Long Term Care            

 

Our objective is to help you, our client, become comfortable with your financial decision-making.  Uncertainty often leads to inactivity – an inertia that can lead to lost opportunity.

In a world of information overload, the quickening pace of change, and an increasing burden on the individual to manage their own finances in an uncertain economic and political environment – Martin Haugh Financial can provide the context to help you become a proactive, disciplined decision-maker.

Rather than focus on one or two specialties as many financial firms do, Martin Haugh provides a “generalist” perspective.  We lead with “planning” – a numerical and graphical peek into your future that helps identify problems, opportunities, and important upcoming decisions.

We want to provide the best and most creative “cutting edge” options to you, whether we offer the service ourselves, or refer you to our network of “best-in-class” service providers.  We quarterback a “team approach” to help you implement your decisions, with a talented internal staff coordinating your external service providers.

 

Martin Haugh Client Focuses

  • Federal and State Pension earners
  • Closely held family businesses
  • Executive Retirement Planning
  • Advanced Strategies for Estate planning

Investment Client Access

  • Annual investment strategy meeting
  • Within 24-hours - advisor access, 365 days/year
  • Investment news updates
  • Social media product and news updates

Martin Haugh Offerings

  • Institutional Quality investment management
  • Life insurance sales and existing policy review
  • Affordable Long Term Care Insurance strategies
  • Constantly updated financial plans

Getting You Organized!

  • State-of-the-Art Asset Aggregation Personal Wealth Management Website
  • Assistance in understanding wills and trusts
  • Electronic ‘important document' vault

 

FOR INDIVIDUALS

Investment Management

Customized Personal Financial Planning

Retirement Cash Flow

Benefits Management

Charitable Giving Strategies

Long Term Care and Disability Insurance

Life Insurance

Estate Planning

FOR BUSINESS

Employee Benefits

Business Owner Benefits

Executive Financial Planning

Business Succession Planning

Employer Sponsored Retirement Plans- Design and Review

Business Owner Key Management Benefits

Key Employee Retention and Reward Strategies

Business Life Insurance

Buy/Sell Agreements