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Stephen J. Martin, CEP, CFP®

SRQ Wealth Management

1819 Main St
Ste 905
Sarasota, FL 34236-5951
Phone: (941) 556-9004
Fax: (941) 906-7221

Toll-free: (877) 489-0956

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Household Income Minimum: $250,000
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Bankruptcy
  • Business Taxes
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Mutual Funds
  • Irregular Income
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Starting a Family
  • Tangible Assets
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Please visit WWW.SRQWEALTH.COM for more information

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.