Financial confidence is a cornerstone of one’s overall well-being. Yet, in today’s volatile economic environment, it is increasingly challenging to maintain this stability. Unforeseen circumstances can arise for many, leading to heightened anxiety levels. Here, we provide [...]
History is a great teacher, offering insights and financial lessons on a wide range of subjects. By examining some of the most catastrophic financial disasters in history, we can learn valuable lessons to apply in our lives. [...]
Labor Day, a nationally celebrated holiday in the United States, offers more than a day off from work or school. It’s a valuable opportunity to honor the contributions of the labor force while also teaching children about [...]
In the realm of retirement planning, one strategy is Roth IRA conversions, which can offer tax-free distributions in retirement. As with any financial strategy, it’s essential to understand how Roth IRA conversions work, their benefits and tax [...]
Purchasing long-term care insurance (LTCI) is one method to help prepare for future healthcare needs. However, the costs of premiums can be high, and not everyone qualifies for this type of insurance. Therefore, understanding alternatives to LTCI [...]
Over the last few years, the financial services landscape has shifted to a more personalized, proactive, and comprehensive approach. The traditional model of standalone services is giving way to a new standard of wealth management: holistic and collaborative [...]
Annuities are a contract with an insurance company that provides a steady stream of income to the insured. Annuities are potentially for life. They can be an important part of retirement income planning for many individuals. [...]
When considering life insurance options, weighing all factors before deciding is crucial. One such option is variable life insurance. This product combines protection with an investment component, which may appeal to individuals who are comfortable with market [...]
As we move into the 21st century, we observe the rise of the “Retirement Wave.” According to AARP International, many of the baby boomer generation are now transitioning into retirement, with about 10,000 people turning 65 daily. [...]
Annuities have emerged as a suitable insurance product for many in recent years. 2025 has been particularly pivotal, with a significant rise in individuals purchasing annuities. This article explores this trend and why investors are purchasing annuities [...]
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Office Manager
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Client Implementation Specialist
LeighAnn is a dedicated professional at LRM Retirement, where she provides exceptional client service throughout the investment process. She works closely with clients after their investment plans are finalized, ensuring they understand each step, from the initial consultation through ongoing management of their investments. She keeps clients informed and in control as their paperwork moves through the system, maintaining open lines of communication throughout.
With over 20 years’ experience in finance and healthcare administration, LeighAnn brings a wealth of knowledge and dedication to client care. She is committed to delivering the highest level of service, reflecting the core values and mission of the firm. In addition to her role at LRM Retirement, LeighAnn is a notary public in the state of Texas. She is passionate about lifelong learning and continuously seeks opportunities to expand her expertise.
Originally from Indiana, LeighAnn moved to Texas in 2010 for milder winters and warmer weather. She is a proud mother, with a son and daughter-in-law living in Indiana and a daughter attending Texas Tech University. LeighAnn loves to travel and looks forward to exploring new destinations with her family in the upcoming year. Outside of work, LeighAnn enjoys reading and has been a member of the same book club for over a decade.
Office Manager
Since 2021, Yvonne has served as the Office Manager at LRM Retirement, where she has had the privilege to learn and grow while helping others. She enjoys meeting people and supporting Len’s vision for his clients, as together with staff, they provide unique and proven guidance to help individuals prepare for and enjoy retirement.
Yvonne is a proud parent of two adult children, Aryssa and Alex. Growing up in small town Odessa, TX, she knows her way around a ranch. But Yvonne’s latest chapter brought her to Dallas, where she is happily married to Len Martinez, who introduced her to the vibrant energy of big-city living. Together, they have embraced exciting new experiences, from enjoying live music and theater to connecting with people from all walks of life.
Whether at work, spending time with family, or exploring the city, Yvonne is passionate about making connections and appreciating life’s opportunities.
Founder
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.
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