FINANCIAL SERVICES AND COACHING

Let our family guide you to make the most of your resources and protect your family.

Regardless of where you come from or what stage of life you’re in, making good financial decisions is vital to your personal and family’s benefit and future. We are here to help you protect yourself and the ones you love.

Services


Life Insurance

We can help you find financial peace of mind with life insurance.

At Martinez our clients enjoy life more knowing their loved ones are financially protected with life insurance.
Our agents will customize a life insurance plan that will meet your family’s needs.

Video: Why buy life insurance?

01


Final Expenses Insurance

Covers end of life expenses including funeral arrangements and any remaining medical or legal expenses that will need to be settled by your beneficiary.

02


Term Life Insurance

Life insurance that pays a benefit in the event of death of the insured during a specific term.

03


Whole Life Insurance

Life insurance that pays a benefit on the death of the insured and also accumulates a cash value.

04


Indexed Universal

Life insurance that allows the policy holder to decide how much cash value to assign to either a fixed account or an equity-indexed account.

Retirement and Estate Planning

We support you in achieving your retirement goals and planning your estate.

We help you determine your retirement goals and create an action plan. Maintaining the same quality of life after retirement is critical.
It’s never too soon to plan for retirement.

401K – Rollovers – IRAs – Living trusts – Wills – Tax advice

Estate Planning is a sensitive subject that can be difficult to navigate. It involves topics people don’t often like to think about and processes that are complex. However, engaging in estate planning is essential for protecting not only the things that you care about but also the loved ones who will received them upon your passing.

Sunnyvale

335 E. Maude Ave.
Sunnyvale, CA
Phone: 408-530-9262

Santa Clara

3569 Benton St.
Santa Clara, CA
Phone: 408-200-8875

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