Tampa Financial Advisor: Tampa Financial Planning & Planner |Target Financial Group

Are you on target to reaching your financial goals?  Don't know or need to verify? Please visit Target Financial Group to find out.

Would you like a free evaluation to see if you should convert your Traditional IRA to a Roth IRA?  Don't wait, call or send an email to me to arrange your free consult.

Welcome to the Target Financial Group web site, a Tampa Bay / Brandon, Florida based company. My name is Hank Mart and as a Financial Adviser* for Eagle Strategies LLC and a Registered Representative for NYLIFE Securites LLC#, I specialize in helping individuals and businesses with financial planning*, business succession planning, transfer and exit strategies, buy-sell agreements, estate planning, living trusts funding options, tax deffered strategies, investing#, mutual funds#, wealth management*, risk planning, as well as retirement & college funding.

I believe that good financial decisions don't have to be confusing. I can provide simple, proven techniques for financial planning that can help you make the most of your money and help achieve more of your financial goals.

Business Succession Planning is essential for every business owner to address. Whether you are ready to retire, have family taking over the business or for other reasons, I can help prepare you for your business' future. 

I also focus on assisting businesses with Buy-Sell Agreements. Going through this process can be daunting and I work with you through this process to ensure your best interests are upheld.

Being properly insured is another issue that is very important for people to think about. There are several options to consider depending on your current and future needs.  I can help you find the right insurance coverage that is right for you.

This site will introduce you to my company's philosophy and the products and services I offer. It will also make available a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This informative material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.   

Today's financial climate offers unprecedented opportunities. At Target Financial Group, our mission is to help clients take advantage of those opportunities. Please use my web site as a resource for all your financial needs.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you may send an e-mail to me at Hank Mart or call 813.681.3333. Thank you for your interest.

Henry A. Mart is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL and NV. No insurance business may be conducted outside this/these state(s) referenced.

#Henry A. Mart is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC. Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of FL. No offers may be made or accepted from any resident outside the specific states referenced.

*Henry A. Mart is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of FL. As such, these services are strictly intended for individuals residing in the specific states referenced.

Target Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Target Financial Group, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.

 

Henry A. Mart is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

Account Access

View Your Personal Accounts



Personal Folders

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

More Newsletters →