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Rick Martin, CFP®

Senior Financial Planner

“Retirement planning could be one of the most formidable tasks in our professional lives. Once you retire, you better have done your homework, saved your money and created a plan. No matter what your job was, after you stop working, you now own the ‘Family Retirement’ business. So, what’s your plan”?

Rick Martin, Senior Financial Planner at Szarka Financial, has been educating and assisting pre-retirees and retirees on comprehensive retirement solutions since 2000. He is co-author of the Amazon #1 Best Seller Money Talks: Life Lessons to Help You Plan Now, Save Wisely, and Retire Well, which was released in November of 2015.

Known for his integrity, Rick’s mission is to provide individuals with the insight they need to make informed decisions about their retirement future and direction on how to maintain financial independence throughout their retirement years. Rick helps individuals identify their long-term financial goals and develop a plan to balance those goals with the investment risk they may need to take in order to accomplish them. He uses an objective process that projects the potential impact of inflation, Social Security healthcare and taxes. A cancer survivor, Rick knows how important it is to consider unanticipated emergencies, such as the loss of a job, premature death, major health issue, or long-term disability in order to develop contingency plans.

Rick takes a holistic approach with his clients. He believes that investment assets are the foundation of the retirement plan, but there are so many other factors that come into play during people’s lives. He believes that flexibility is key to a successful retirement.

Rick spent twenty-five plus years with National City Bank, Progressive Corporation and Cole National Corporation. He graduated Cum Laude from Ohio University with a Bachelors Degree in Business Administration, Quantitative Methods.

Co-creator of Ohio CareerConnect, a networking group for professionals in career transition. Rick currently serves on the Board of Directors of Fairhill Partners and is the event chair of The Relay For Life® of Orange Schools Community. He has also served on the board of the American Cancer Society, the Northeast Ohio Chapter of Prevent Blindness Ohio and was a member of the Chagrin Highlands Rotary Club.

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