Retirement Financial Planner
Financial Planning in Hartford CT
CONNECTICUT
Professional Bio
Tom Martin, is a financial advisor at Vaylark Financial Services and is based in the Hartford office. He employs a goal-based wealth management process for financial planning and investment management. He practices in the area of private wealth management offering comprehensive financial planning, sophisticated portfolios, tax reduction strategies, risk management, estate and legacy planning, as well as executive compensation and business owner profitability.
Prior to joining Vaylark Financial Services, Tom was the Principal and Chief Investment Officer at Clear Path Financial Planning, a fee-only Registered Investment Advisor (RIA), nestled in the town of Cheshire, Connecticut.
Investment Philosophy
Two cornerstones of every financial plan are risk management and asset growth. When it comes to managing portfolios, risk management is the key factor. I truly believe you make your money in the market, by avoiding big losses. It’s all about having a sound wealth management process. With independence and access to a wide range of active and passive investment strategies, as well as alternative investments, our allegiance is always to the client, and never to specific products.
Professional Licenses
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Series 7 -
Series 66 -
Connecticut Life & Health -
Variable Insurance
Thomas C Martin, wmcp®
Wealth Management Certified Professional®
Our Office Location:
Vaylark Financial Services
750 Main Street, Suite 400
Hartford, CT 06103
Practice Areas:
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Private Wealth Management -
Tax Planning & Strategies -
Investment Portfolios -
Retirement Income, Pension Planning, Social Security, & Medicare -
College Financial Planning: Including Grad School (Med School, Law School, MBA, etc.) -
Wills, Trusts, Estate & Legacy Planning, & Philanthropic Goals -
Business Retirement Financial Planner & Profit-Sharing Plans -
Executive Compensation Strategies, Including Stock Options
