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.   

NAPFA Start Date

September 21, 2015

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This Office

191 Post Rd W Westport, CT 06880-4625 Phone: (203) 221-2799