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
Martin Haugh Financial is an independent financial services firm offering fee-based financial planning
*Securities and Investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Martin Haugh Financial is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.
CONQUER UNCERTAINTY
www.martinhaughfinancial.com
8625 SW Cascade Ave., Ste. 104 • Beaverton, OR 97008
503-382-8368