Chuck Martin
Wealth Management Advisor at Northwestern Mutual Financial Network
Based in Saratoga Springs, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Saratoga Springs
Industry
Insurance
Company size
22
Contact information
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c•••••••@northwesternmutual.com
Phone
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Background
About Chuck Martin
Charles E. Martin, CFP®, CLU, ChFC, CLTC is a Financial Advisor with the Northwestern Mutual Financial Network. The mission of the Network is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. It is Chuck’s commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel he provides to clients. When it comes to financial goals, each decision made and action taken will have a significant impact on future financial circumstances. A good financial blueprint will lay out what needs to be done to achieve goals for tomorrow. A clear understanding of interrelationships is invaluable to confront economic issues that evolve over time. Because life's complexities leave little room for "standard" approaches, Chuck uses a four-step approach in working with clients: • Ask questions • Analyze the information • Make recommendations • Keep in Touch Chuck’s experience also tells him that there is no single blueprint that will work for everyone. Ultimately, success of a client's plan depends on how accurately it reflects an individual's wishes, and the commitment to providing for identified financial needs and goals. By taking a comprehensive assessment of a client's current situation, Chuck helps the client prioritize goals, and develop a workable strategy with clear action steps and timetables. For additional information on Chuck's professional background, areas of expertise and services available, visit his web site at
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