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Scott Martin, CFP®, CExP

SD Martin Financial Services, Inc.

1325 S. International Parkway
Suite 2221

Lake Mary, FL 32746
(407) 8330003

Helping you to make smart decisions about your money.

About SD Martin Financial Services, Inc.

We act as fiduciaries whereby we put our client's interests first and do that by being objective, transparent and by creating a non-static financial plan that acts as a GPS. We use the 7 Step Planning Process of the CFP® Board of Standards. This process takes a holistic approach to wealth management so that you gain clarity about your money and the affects of your decisions as related to your financial goals. We cater to those who value objective advice and who have at least $500,000 in securities and/or cash and are willing and able to work remotely via Zoom and phone.

Do you know for sure if you are on track to meet your financial goals? Do you know what your probability of success is for reaching your financial goals? If you can't answer these two basic questions then we invite you to find out by contacting us for a confidential probability of success analysis that uses a process that only takes 5 minutes to complete. Don't you owe it to yourself and loved ones to know where you stand?

When you complete your initial Zoom Call with Scott he will send to you The Family Preparedness Workbook. Who Should Get This? Anyone who wants to safely organize medical and financial information (personal and/or business), store key information, or organize essential documents. Set your no obligation Zoom meeting when we call/email you. This is a TRULY limited time offer for sure. So be sure to respond (voicemail)/email when we reach out to you.

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and SD Martin Financial Services, Inc. are not affiliated.

General Information

Firm Start Year

1994

CRD#

1282147

Firm CRD#

125112

Insurance License#

A166689

Name of Broker/Dealer

Independent Financial Partners, (IFP)

States Licensed in

FL, CA

Years of Experience in Financial Services

36

Number of Years with Current Firm

26

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, We vet third party asset management firms that customize your portfolio with securities

I can meet clients in the following ways

Video Conference, Via email, At my office, Via phone

Compliance

Registered Investment Advisor

No

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, Certified Exit Planner

Insurance and Annuity Licenses

Life, Long Term Care

Financial Organization Memberships

Paladin Registry, CFP® Board of Standards

Non-Financial Organization Memberships

Business Enterprise Institute for Business Exit Planning

Firm Information

Assets Managed by Firm

Private

Advisor's Number of Clients

Private

Advisor's Number of Managed Clients

Private

Advisor's Number of Planning Clients

Private

Assets Managed by Advisor

Private Information

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Fee % Based on Assets

.50 - 1.25

Additional Details on Charges

Our fees are very reasonable and are nonnegotiable. It takes a minimum of 10 hours to create a customized financial plan that can give you clarity so that you may avoid the many landmines that exist in the global economy. We strive to provide you with much more value than what we receive. The better you do the better we do. Without first creating a plan you may end up with too much risk in your portfolio and pay unnecessary taxes and costly management fees which will lower your probability of success.

Minimum Fee Charged for Managed Accounts

$1,000

Education

Certified Financial Planning - Financial Planning

College For Financial Planning
08/08/1993 - 02/08/1996

Bachelors of Science -

Colorado State University
8/15/79 - 5/15/83

Disclaimer

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and SD Martin Financial Services, Inc. are not affiliated. We do not provide legal nor tax advice. Please seek out the appropriate professional.