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Texas Retirement Planning

Wealth Map, LLC

Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.

Wealth Map, LLC is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

Retire with confidence

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

02

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

Our Services, Your Future

We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Support your retirement income plan with accumulation and tax-free distribution strategies in retirement.

Design an income plan that delivers dependable income and financial security throughout your retirement.

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies.

03

Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

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Meet The Advisor

Randy Martens

Principal

As the principal of Wealth Map, LLC, Randy Martens is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. As an independent financial professional, Randy is not tied to what any one firm has to offer, but can utilize a broad source of strategies to help his clients reach their financial objectives.

With more than 38 years of hands-on experience in the financial services industry, Randy holds his resident life and health insurance licenses in the state of Texas as well as non-resident licenses across the U.S. He has a bachelor’s degree in business from Western Michigan University with an emphasis in bank management and quantitative analysis.

Randy, his wife Pamela and daughter Brooke are proud residents of Austin, TX

To schedule a time to discuss your financial future and the possible role of insured solutions in your financial strategy, contact us at randy@wmapllc.com or call us at 877.975.9627

RR

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