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Scott Martin, CFP®, CExP
SD Martin Financial Services, Inc.

Tel: (407) 833-0003
1325 S. International Parkway
Suite 2221
Lake Mary, FL 32746

Helping you to make smart decisions about your money.

SD Martin Financial Services, Inc. | Financial Advisor in Lake Mary ,FL

About SD Martin Financial Services, Inc.

We act as fiduciaries whereby we put our client's interests first and do that by being objective, transparent and by creating a non-static financial plan that acts as a GPS. We use the 7 Step Planning Process of the CFP® Board of Standards. This process takes a holistic approach to wealth management so that you gain clarity about your money and the affects of your decisions as related to your financial goals. We cater to those who value objective advice and who have at least $500,000 in securities and/or cash and are willing and able to work remotely via Zoom and phone.

Do you know for sure if you are on track to meet your financial goals? Do you know what your probability of success is for reaching your financial goals? If you can't answer these two basic questions then we invite you to find out by contacting us for a confidential probability of success analysis that uses a process that only takes 5 minutes to complete. Don't you owe it to yourself and loved ones to know where you stand?

When you complete your initial Zoom Call with Scott he will send to you The Family Preparedness Workbook. Who Should Get This? Anyone who wants to safely organize medical and financial information (personal and/or business), store key information, or organize essential documents. Set your no obligation Zoom meeting when we call/email you. This is a TRULY limited time offer for sure. So be sure to respond (voicemail)/email when we reach out to you.

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and SD Martin Financial Services, Inc. are not affiliated.


General Information

Firm Start Year:   1994
Insurance License#:   A166689
Name of Broker/Dealer:   Independent Financial Partners, (IFP)
States Licensed in:   FL, CA
Number of Years with Current Firm:   26
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, We vet third party asset management firms that customize your portfolio with securities
I can meet clients in the following ways:   Video Conference, Via email, At my office, Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Long Term Care
Financial Organization Memberships:   Paladin Registry, CFP® Board of Standards
Non-Financial Organization Memberships:   Business Enterprise Institute for Business Exit Planning


Firm Information

Assets Managed by Firm:   Private
Advisor's Number of Clients:   Private
Advisor's Number of Managed Clients:   Private
Advisor's Number of Planning Clients:   Private
Assets Managed by Advisor:   Private Information


Compliance

Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Flat Fee
Fee % Based on Assets:   .50 - 1.25
Additional Details on Charges:   Our fees are very reasonable and are nonnegotiable. It takes a minimum of 10 hours to create a customized financial plan that can give you clarity so that you may avoid the many landmines that exist in the global economy. We strive to provide you with much more value than what we receive. The better you do the better we do. Without first creating a plan you may end up with too much risk in your portfolio and pay unnecessary taxes and costly management fees which will lower your probability of success.
Minimum Fee Charged for Managed Accounts:   $1,000


Board Positions

Organization:  My Kids School Kids  Orlando, FL
Position :  President
Duration :  03/02/1998-03/03/2001

Organization:  Financial Planning Association of Central Florida  Orlando, FL
Position :  Education Coordinator
Duration :  03/02/2003-03/02/2004


Education

Certified Financial Planning - Financial Planning  College For Financial Planning - Denver, Co
08/08/1993-02/08/1996

Bachelors of Science  Colorado State University - Ft. Collins, CO
8/15/79-5/15/83



Faqs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? Graduated from the College for Financial Planning and became a Certified Financial Planner®. BS Degree from Colorado State University, Also am a Certified Exit Planner"
  • What is your approach to financial planning? We use the CFP® Board of Standards 7 step process in creating a financial plan: The seven steps include: 1. Understanding the Clients Personal and Financial Circumstances 2. Identifying and Selecting Goals 3. Analyzing the Clients Current Course of Action and Potential Alternative Courses of Action 4. Developing the Financial Planning Recommendation(s) 5. Presenting the Financial Planning Recommendation(s) 6. Implementing the Financial Planning Recommendation(s) 7. Monitoring Progress and Updating
  • What services do you offer? Cash management & budgeting Tax planning Investment review & planning Estate planning Advice regarding insurance needs Retirement planning Recommendations for investments Preparation for Selling your business
  • How many clients do you currently manage? 23
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Disclaimer

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and SD Martin Financial Services, Inc. are not affiliated. We do not provide legal nor tax advice. Please seek out the appropriate professional.

Scott Martin, CFP®, CExP

Scott Martin, CFP®, CExP

CFP®, Certified Exit Planner

Scott Martin is a CFP® and a Certified Exit Planner" and helps you to gain clarity about your desired outcomes as it pertains to your financial security and lifestyle. He does this by discovering what your goals, dreams, objectives and risk tolerance are and creates a financial road map that acts as a GPS using the CFP® Board of Standards 7 Step Planning Process. Additionally, he has the experience and the tools and vast resources (various experts) necessary to help you make informed decisions whether you are a retiree, employee or a small business owner.

Scott will collaborate with your CPA, attorney and other advisors and of course with you to make sure that all aspects (tax and risk minimization, cash flow, estate planning, retirement planning, etc.) of your unique financial plan are addressed. Scott began his career in 1984 as a Registered Representative and transitioned to Advisory only in May 2017.

Scott is an Army Veteran and was a tank crewman and platoon combat explosives expert with the 3rd Armored Calvary Regiment as well as serving in the Army Reserves while attending college.

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My Services

Financial Planning for Businesses

As a Certified Exit Planner" my team and I can create a customized Business Exit Plan that is highly confidential and designed to help you so that you may monetize it with the least amount of risk and taxes while optimizing your ROI. Please note that it is best to plan 5 years in advance.


Financial Planning for Individuals

We create customize plans that are NOT static and are living plans that are updated online daily so that you know where you stand at all times via a secure and encrypted portal.


Financial Advice & Consulting

If you need financial advice and consulting we are capable of doing that in a totally objective manner


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

The Eastern Seaboard of the USA as well as Altamonte Springs Apopka
Casselberry Debary
Deland Deltona
Longwood Maitland
Mount Dora New Smyrna Beach
Orlando Oviedo
Sanford Sorrento
Windermere Winter Park
Winter Springs Central Florida.

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express