Marty Blackmon is an Insurance & Retirement Specialist, educator, and financial coach with more than 30 years of experience studying personal finance, wealth-building concepts, and financial strategies. He is a licensed life insurance and fixed annuity agent and serves clients in more than 34 states.

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In addition to his insurance practice, Marty has nearly three decades of personal experience investing in stocks, options, commodities, and futures markets, along with more than 16 years of experience studying liquidity and cash-flow management concepts. His background allows him to educate individuals and families on different approaches to thinking about money, cash flow, and long-term financial decision-making.

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Marty works with clients to evaluate insurance-based strategies and financial concepts designed to help improve financial organization, cash-flow efficiency, risk management, and long-term planning. His approach considers both current and future financial objectives while discussing tax-aware strategies and concepts. These ideas based on wealth preservation principles and is always happy to coordinate with clients other tax and legal professionals. 

He assists clients throughout the United States with life insurance and fixed annuity solutions and works with a broad range of individuals and families, including business owners, retirees, and high-net-worth households. His areas of focus include wealth preservation concepts, retirement income planning, education funding strategies, and legacy planning.

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Marty and his wife reside in Austin, Texas and are the parents to three children, two of whom have special needs. This personal experience has given him a strong passion for helping families understand available planning options and financial tools that may assist in protecting and providing for loved ones with special needs.

He has received specialized training related to special needs trusts and planning strategies and frequently works with families seeking guidance in the areas of special needs trusts, benefit preservation strategies, and long-term care considerations.

He welcomes the opportunity to discuss insurance-based solutions and financial education concepts that may help individuals and families make informed decisions and work toward their financial goals.

Important Disclosure: Insurance products and fixed annuities are offered through properly licensed insurance agencies. Any discussion of financial concepts, tax matters, or estate planning strategies is for educational purposes only and should not be construed as legal, tax, or investment advice. Clients should consult their own qualified legal, tax, and investment professionals before making financial decisions.