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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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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Protection to Help Your Family
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
Calculators
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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.
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Lease Payment
How much would your monthly lease payment be?
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Car Affordability
How much can you afford to pay for a car?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.