Martin Tax & Financial Services

Martin Tax & Financial Services Martin Tax & Financial Services provides tax, investment and financial services under one roof. member FINRA/SIPC.

Martin Tax & Financial Services offers professional tax, wealth management and financial planning services under one roof. Our tax professionals are here to assist with a variety of issues relating to taxation, as well as offering tax preparation services, all year long. Our financial advisors offer objective advice and personal, professional management of your assets while also helping you naviga

te the tax issues that arise in connection with investing. Included among the many financial services available at Martin Tax & Financial Services are: assistance with retirement planning and planning for other financial goals, estate planning, college planning, planning for life insurance and long term care needs, tax planning, tax preparation, and resolution of tax related issues. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This piece presents an overview of fundamental steps to consider when a loved one passes.
07/13/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

An ILIT could play a role in your estate strategy.
07/12/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Many have heard they should avoid probate; do you understand what probate is and how it works?
07/08/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

A special needs trust can help care for a special needs child, even after you’re gone.
07/06/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
07/05/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
07/01/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
06/29/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

FDIC insurance was designed to protect your deposited funds, but do you know how?
06/28/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

You can help ensure that losing your wallet doesn't turn into something bigger.
06/24/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Address

3640 NE Ralph Powell Road
Lees Summit, MO
64064

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18162242560

Website

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