Welcome to Your Next Step Toward Retirement Confidence

If you’ve landed here, you’ve likely been referred by a trusted professional who believes you could benefit from expert, personalized retirement planning.

We’re excited to offer you a clear, no-obligation look at your financial future with our exclusive two-step consultation process—completely complimentary.

What to Expect

 Step 1:

The On-Track Retirement Visit

Meet one-on-one with an experienced fiduciary financial planner—conveniently, over Zoom.We’ll take the time to get to know you:
your retirement goals, your timeline, and your current plan.
This meeting isn’t about pitching specific strategies or recommendations; it’s about understanding your unique story
so we can provide truly personalized guidance.

 Step 2:

Your 5W Retirement Blueprint

After our initial conversation, we’ll prepare and walk you through your custom-designed retirement blueprint. This isn’t a standard plan—it’s a tailored, actionable roadmap made just for you. You’ll discover where you stand today, which areas need attention, and the steps that can help you move toward retirement with clarity and confidence.

Ready to see where you stand?
Fill out this short form to get started.

No matter where you live or where you are on your personal retirement timeline,
we’re ready to help.

Schedule a meeting today.

Give Us a Call

480.550.6556

Email Us

info@martinsenwealth.com

Main Office

7855 S. River Parkway, Suite 201
Tempe, AZ 85284

Visit Us

4767 E. Camp Lowell Drive,
Tucson, AZ 85712

Fill out this short form to get started.

I want to reduce the amount of taxes I will pay in retirement.

How confident are you that your current plan will allow you to retire the way that you want without unpleasant surprises?

How confident are you that you have saved adequately for retirement?

I want to understand how much risk I am taking and what could happen in a market downturn.

Do you currently have Estate Planning documents in order? 

Are you currently working with a Financial Advisor? 

If yes, are you open to making a change?

My retirement savings fall within:

I am interested in scheduling a complimentary On-Track Retirement Visit .

 Basic Details

Marital Status

Our Team

Schedule your complimentary On-Track Retirement Visit with a Fiduciary Advisor at Martinsen Wealth.

Schedule your complimentary On-Track Retirement Visit with a Fiduciary Advisor at Martinsen Wealth.

Disclosure:

This landing page is intended for individuals referred by HolySchmidt.com (Geoff Schmidt, CPA). Martinsen Wealth Management, LLC (“Martinsen Wealth”) and Holy Schmidt! Media, LLC are separate and unaffiliated companies. There is a written agreement between Martinsen Wealth and Holy Schmidt! Media, LLC regarding this referral arrangement. Referrals from HolySchmidt.com may result in the payment of a referral fee to Holy Schmidt! Media, LLC. This fee is paid entirely by Martinsen Wealth and does not result in any additional cost or fee to you. Holy Schmidt! Media, LLC is not a client, employee, or agent of Martinsen Wealth, and does not provide investment advice or participate in the management of client accounts. All financial planning services will be provided solely by Martinsen Wealth. Any information you submit through this page will be directed to Martinsen Wealth and will not be shared with Holy Schmidt! Media, LLC, except as necessary for the referral process. If you have any questions about this arrangement, please contact us directly.