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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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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.