Martin F. Kurtz| CFP®, AIFA
The Planning Center
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Our Other NAPFA Members
Coralville, IA 52240
Moline, IL 61265
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Martin Kurtz is a Fee Only Financial Planner Located in Moline, IL and Coralville, IA and Serving Clients Nationwide. The Planning Center specializes in providing objective financial planning and investment management to help families make more effective decisions about life and money. Martin Kurtz is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
I told myself I would one day help people protect, prepare, and provide for themselves, their families and the things they care about: specifically in dealing with their lives and money. I am proud to filter the noise and chaos of the financial markets for our clients, and provide them with solid guidance in understanding their financial lives. My long-term goal is to leave behind a company that lives on, continuously improves, and expands the horizons of the people it serves.
My passions, other than work, include classical music, reading history and philosophy, and playing golf. I am an avid fan and active supporter of the arts. Bike riding, quality conversations, and spending time with my family and good friends are also activities I enjoy.
Affiliations: Fee-Only Planning
Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Certified Financial Planning (CFP) Board, Money Quotient Board, and The Aegis Investment Management Group.
- Current member of the Board of Directors of the New Life Outpatient Center, Inc.
- Past National President of the FPA o Past Chairman of the FPA Board of Directors
- Past Chairman of the CFP Board of Professional Review
The TPC Process
We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone needs an objective third party to talk about life and money. The Planning Center provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as you navigate life's transitions and guide you toward the life you would like to have.
What To Expect
Our financial planning process begins with you. We'll organize your current financial situation and set expectations and goals unique to your perspectives and wishes. With this shared understanding, we can discuss strategies and tactics to achieve your goals together.
Build Confidence In Your Financial Future
We believe that your wealth and life should be in balance. No matter what stage of life you are in, you are impacted by these eight financial categories detailed on our services page. We will work with you to address issues and identify opportunities to track and grow your progress toward better wealth life balance.