The Planning Center
Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.
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
Martin Kurtz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Martin Kurtz is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Martin Kurtz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Martin Kurtz is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Martin Kurtz
1615 5th Avenue
Moline, IL 61265
Coralville, IA 52240