"Life is a one-time opportunity, upon which there are no do-overs. Start today with planning for your future as if you’ll live forever and then live every day going forward, enjoying every moment as if it were your last."
- Marty Blackmon, Founder.
Marty Blackmon
Welcome to our platform, where we strive to demystify the complexities of the tax, finance, and banking systems in America. Our founder has dedicated his journey to educating professionals from various fields, including doctors, engineers, and attorneys, about the real dynamics of cash flow within families. By understanding the impact of today's financial decisions, we empower individuals to secure a brighter future for themselves and generations to come. Join us as we navigate these essential topics together!
The Founder
Marty Blackmon is a highly experienced financial professional with over 25 years in strategic wealth management. He is a licensed insurance agent in 27+ states. This along with 29+ years of experience with trading stocks, options, commodities and futures with 15+ years of specialization in infinite banking,
His comprehensive wealth strategies are used to empower clients to optimize their financial growth and grow their money more efficiently. This holistic approach assesses both current and future income while emphasizing tax efficiencies, enabling clients to legally retain a greater portion of their wealth
He helps clients across the U.S. navigate the complexities of life insurance policies and annuities while building out full strategic and tax friendly financial plans. He works both young families and with high-net worth clients specializing in wealth preservation and has expertise in planning for retirement as well as lifestyle and preparing for college expenses. He is passionate about teaching Generational wealth strategies for those that desire to leave lasting legacies for many generations to come.
Marty and wife live in Austin Tx and have three children, two of which have special needs so has a passion for helping families navigate, set up and protect their loved ones' benefits for now and into the future, using various financial tools. He is one of an elite group of certified advisors that focuses on special needs trusts and financial planning.
Marty encourages clients to reach out to discuss better ways to make your financial life more efficient and to give you and your family time to enjoy life.
Contact
I'm always looking for new and exciting ways to help our clients. Let's connect.