Olivier P Martinez, CFP®

Financial Advisor

2601 Fourth Avenue, Suite 100
Seattle, WA 98121

Mobile (206) 841-2048

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

What Is a Roth 401(k)?

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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Family View

Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.

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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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This calculator can help you estimate how much you may need to save for retirement.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Around the country, attitudes about retirement are shifting.

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A lot can happen in the course of a year.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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