Rick Martin, Senior Financial Planner at Szarka Financial, has been educating and assisting pre-retirees and retirees on comprehensive retirement solutions since 2000. Known for his integrity, Rick’s mission is to provide individuals with the insight they need to make informed decisions about their retirement future and direction on how to maintain financial independence throughout their retirement years. Rick helps individuals identify their long-term financial goals and develop a plan to balance those goals with the investment risk they may need to take in order to accomplish them. He uses an objective process that projects the potential impact of inflation, Social Security healthcare and taxes. A cancer survivor, Rick knows how important it is to consider unanticipated emergencies, such as the loss of a job, premature death, major health issue, or long-term disability in order to develop contingency plans.
As a Certified Financial Plannertm, Rick takes a holistic approach with his clients. He believes that investment assets are the foundation of the retirement plan, but there are so many other factors that come into play during people’s lives. He believes that flexibility is key to a successful retirement. Rick spent twenty-five plus years with National City Bank, Progressive Corporation and Cole National Corporation. He graduated Cum Laude from Ohio University with a Bachelors Degree in Business Administration, Quantitative Methods.
Since 1985, Szarka Financial has been providing friendly, professional service to clients nearing and in retirement. They offer a full range of planning services for individuals, employees, and business owners across Northeast Ohio.