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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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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lease Payment
How much would your monthly lease payment be?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.