Steve Martin (CFP®, MBA, RLP)

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

  • Charitable Giving
  • College/Education Planning
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

A Richer Life Financial Planning was founded on the belief that people should use their money to create a fulfilling life – rather than using their life just to create money.
 
Financial Life Planning from A Richer Life Financial Planning begins with this assumption and focuses on your values and dreams.
 
Financial Life Planning is a discovery process that focuses on who the client is instead of just on what they have. It is a model where we demonstrate to you how every aspect of your life has an impact on their wealth-building or wealth-protecting process. You are the client - not your money.
 
At the core of every Financial Plan we develop is the client's ideal life. Every one of us has a reason for living, a purpose for our life. We uncover and create a vision of your life that inspires and excites you. We are more than money managers. We don't want your money to grow just for the sake of it growing. We want everything you do to be in support of your ideal life.
 
Learn more at my web site: www.feeonlycolorado.com

Additional Information

Steve Martin, CFP(r), Registered Life Planner, Registered Investment Advisor, MBA is the founding principal of A Richer Life Financial Planning.
 
He has also completed the CFP Certification Professional Education Program from the College of Financial Planning.
 
Steve assists individuals with life-centered financial planning services in his “fee-only” practice and, as a trusted guide, he derives great joy in “really making a difference” in clients' lives.
 
He graduated from the United States Air Force Academy with a major in Computer Science and more recently earned an MBA (with an emphasis in Quantitative Analysis) from the Smeal College of Business at The Pennsylvania State University.
 
With his years of experience and strong belief about the roles of money in people’s lives, Steve founded A Richer Life Financial Planning on the belief that people should use their money to create a fulfilling life – rather than using their life just to create money.
 
Financial Life Planning from Martin A Richer Life Financial Planning begins with this assumption and focuses on your values and dreams.

NAPFA Start Date

January 15, 2007

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This Office

3400 Rosestone Ct Fort Collins, CO 80525-6115 Phone: (970) 443-1873