wiseradvisor

Scott R. Martin, CLU®, ChFC®, CFP®
InPlan Financial

Tel: 206-755-6319
701 5th Avenue Columbia Center, Suite 1100
Seattle, WA 98104

Planning For Life-Marks Not Benchmarks

InPlan Financial | Financial Advisor in Seattle ,WA

About InPlan Financial

The days of traditional investment models are behind us. At InPlan, we are forging a path towards a clearer and more personalized financial strategy.

This new philosophy of financial advisement takes a holistic approach that begins with the most important aspect of our work: you. We have a unique ability to translate the complex language of finance into terms that are easily understood. Combined with unwavering ethics, this allows our clients to make precise decisions with full transparency.

We are not just your investment advisory representatives; we are your financial planners. We believe life shouldnt be punctuated by mere benchmarks. It should be emphasized by life-marks.


General Information

Firm Start Year:   2015
No.of Employees:   5-9
Gender:   Male
Insurance License#:   Life, Disability, Long-Term
Name of Broker/Dealer:   MML Investor Services, Inc
States Licensed in:   WA, AK, AR, CA, CO, ID, IN, MI, MT, UT, , OR, TX
I work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Insurance Products & Annuities, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning


Services

Investment Types:   Bonds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, Video Conference, Our Offices


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Life, Health, Annuity, Disability, Long Term Care, Variable Life


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
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
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee, Based on Assets



Disclaimer

Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services LLC. Member SIPC. InPlan Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory Office: 701 5th Avenue Suite 1100, Seattle, WA 98104 Phone: 206-628-8800. CRN202205-254226

Scott R. Martin

Scott R. Martin

CLU®, ChFC®, CFP®

Scott is a CERTIFIED FINANCIAL PLANNER™ Professional. He was born and raised in Portland, Oregon and attended the University of California at Santa Barbara where he earned a Bachelor's Degree in Business Economics.

He began his career in the mortgage division at Bank of America and then went on to open an office with a national insurance company as one of its youngest agents. After selling his business, he worked as the Vice President of Research for a national consulting firm based in Orange County, CA.

After almost a decade working with public builders and developers, he returned to the Northwest to provide comprehensive financial planning services, based upon his 25 years of experience in the following areas:

" Banking/Mortgage

" Insurance

" Investment Advisory

" Business Consulting

" Tax

" Financial Planning

Scott often works with clients who have complex considerations at play in their financial plans, whether they own homes in different states, are business owners, or are planning for multiple generations. Scott holds the CFP®, Chartered Financial Consultant®, and Chartered Life Underwriter® professional designations. He lives on Lake Washington with his wife, Alisa. In his free time, you can find Scott on the lake water skiing and wake boarding or in the mountains.

My Team

Matt Amick Matt Amick

Matt joined InPlan Financial in 2017 as a Financial Services Representative. He came to the team in search of a more fulfilling career after three years in the Data Analytics and Marketing fields. Combining Matt’s technical background with his passion for proper financial education has been invaluable in helping clients realize their goals, and his motivation to cultivate strong relations built on trust and transparency is inspiring. In his spare time, Matt loves to play basketball, chee ...more

Judah has a philosophy that every aspect of a financial plan should work in harmony to achieve optimization. Through his consultative approach, he helps clients understand their deficiencies and celebrate their accomplishments. Judah distills the complexities of the financial universe into simple, understandable, and actionable steps. He brings a well- rounded knowledge base from his early career focused on Life, Disability Income, and Long Term Care insurance, to his deep understanding of inves ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express Discover