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Welcome to
Martz Financial Services
Denise Martz, Fort Collins, CO CERTIFIED FINANCIAL PLANNER CFP®
LPL Financial is a full-service national Broker/Dealer represented in Fort Collins by Denise Martz, CERTIFIED FINANCIAL PLANNER CFP®. Denise is committed to helping people pursue their financial goals and offers access to a wide range of financial products and investment services to both, individuals and business owners. Services include:
Denise enjoys developing a customized financial program for each of her clients making sure they feel confident in their financial decisions. Please contact her today for a free portfolio review.
Newsletters
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.