Personally Helping You Pursue Your Financial Goals

In an ever-changing financial climate, it may seem overwhelming to establish a plan to reach your financial goals. At Rick Martin & Associates, we strive to take the mystery out of investing and work closely with you to identify and pursue your overall goals and objectives. While choices often seem infinite, it is our responsibility to assist you in the acquisition of information helpful to achieve your financial vision. Our goal is to build a long term relationship with you in which we can see your financial vision obtained.

Our financial management process begins with a complimentary, no obligation meeting and in depth evaluation to determine your current financial situation, overall goals and objectives. We value honest, transparent communication and provide our clients with complete access to their accounts. Also, we are flexible in our scheduling and always available to field our clients' questions and concerns. We make an effort to work with our clients along the path of their financial journeys and create plans with them that grow throughout the years.

We encourage you to reach out to our office at (559) 439-6084 to learn more about how we can help you and your family pursue your financial goals.