ABOUT US

President, LRM Retirement

Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement.

Using 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.

Areas of discussion typically focus on Taxes, Stocks and Bonds, Estate Plans and Insurance

…but may include many others (Social Security, Budget Development, Income Planning, Medicare, how to pay for Long-Term Care expenses, and much more).

SEC credentials and perfect disciplinary history at: “brokercheck.finra.org” or “adviserinfo.sec.gov” using “Len R Martinez” and “Dallas, TX” as your search criteria.

• Prior to independently starting and building a successful financial services business in 1998, Len had consulting and leadership roles with small, medium and very large companies, from 1988 to 1998.
• A proud Longhorn, Len graduated from the University of Texas with a BS in Mechanical Engineering, Cum Laude in 1988.
• On a personal note, Len finds immense joy in the company of his beloved family and friends. He is happily married to his wife, Yvonne, and a father to two wonderful children, Zac and Isa. Len understands the importance of strong family connections and cherishes the time spent creating lasting memories with his loved ones.