Jared Mott

Background

About Jared Mott

As part of The Martin Group, I work with families and businesses in the Orange County area by helping plan for your goals, while also preparing for the unexpected. We begin by establishing a definition of your ideal retirement, business plan, and family goals. We then navigate and simplify your complex financial lives, appreciating that time is your most valuable asset. Through a tested process, we build a blueprint for your financial goals that we actively amend to fit life's inevitable events. To help you implement your personalized strategy, we offer specific steps and timelines for you to achieve what matters most to you. For our pre-retirees and retirees: We understand that there are few things more powerful than having a clear understanding of your specific financial future. We provide education and guidance on preparing for this extraordinary life event while also considering all other variables, such as, legacy planning, philanthropy, long term care, and insurance planning needs. For our business owners: We help our clients with pre-liquidity planning. Whether you are considering achieving retirement, a better work-life balance, or unique timing because of attractive valuations. Using the multitude of tools available to us at Merrill Lynch Wealth Management and the banking products of Bank of America, N.A, we help to provide lending solutions, as well as asset management, along with retirement planning and services for business owners and their employees. Furthermore, we guide you with legacy planning when considering either a complete liquidity event or a passing on of the business. The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning CounselorSM, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo. Merrill Life Agency's California License Number 0522776