Hrefna Martin (CFP®, EA)

Hrefna Martin focuses in the
following client markets or areas of practice:

AUM

Cash Flow/Budgets/Credit Issues

Hourly

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

We specialize in helping families and individuals navigate financial decisions throughout life transitions. Whether you are preparing for retirement or returning to the workforce, negotiating a marriage, blended family or divorce, or adjusting to widowhood, We are with you every step of the way.

We work with clients on either as needed hourly basis, helping them with specific financial planning needs or on an ongoing basis, helping clients impement and monitor their financial plans and manage their investments.