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Stephen J. Martin, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™
Stephen has been active in the financial services industry since 1992. He previously served for six years on active duty in the United States Marine Corps, with a portion of that tour spent abroad at various US Embassies with a Top-Secret clearance. He has earned an MBA from Brigham Young University.
“It’s never about a product, a hot trend, or a one-size-fits-all approach that actually fits no one. This is a collaborative process that demands holistic thought, with the individual and their unique circumstances as the rightful center.Many good things in life started as conversations.No matter how grandiose or how simple, let’s chart a course that makes sense for you.And at the very least, let’s achieve some level of peace while you tend to what really matters in this life.”
Stephen enjoys an active lifestyle and a multitude of outdoor activities with his wife of many years and their six children.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cyprus Credit Unionis not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products
and services and may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cyprus Credit Union.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Deposits or Obligations
Not Credit Union Guaranteed
May Lose Value
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: UT, ID, NV
Check the background of investment professionals
associated with this site on FINRA’s BrokerCheck.
The rail navigation utilizes arrow, enter, escape, and space bar key commands.
Left and right arrows expand / close menus in sub levels. Up and Down arrows will navigate through top tier links. Enter and space opens menus and escape closes them as well. Tab will move on to the next part of the site rather than go through menu items.
While you may be able to handle most of your finances on your own, there may be special circumstances where you find yourself in need of some extra help. Here are some financial events where you may need the help of a financial professional.
According to a study conducted by Care.com, only 42% of adults have estate planning documents, such as will or living trust. Although this is probably one of the least fun financial tasks out there, it may be one of the most important. Here are some steps to consider when beginning your estate planning.
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