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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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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.