Financial Resources
Browse our collection of helpful guides, financial planning resources and more.
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Professional Social Security Analysis
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University of Holistic Retirement Planning Online Course
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Financial Fact Finder Questionnaire
All of the pieces of the retirement planning puzzle.
Educational Guides
Understanding Annuities In The 21st Century
Wondering How to Create Income in Retirement?
It’s What You Keep (Article)
Spending Audit Worksheets (PDF)
Spending Audit Worksheets (Excel)
2023 Tax Summary
Benefits of a Delaware Statutory Trust (DST's)
Understanding Market Corrections
The Greatest Gift: Outline Your Wishes With an Estate Plan
6 Secrets to a Happy Retirement
Understanding Required Minimum Distributions (RMDs)
5 Simple Steps To Choosing The Medicare Supplement Plan For You
Understanding Medicare – Know Your Options And Costs
Will Your Money Last As Long As You Do?
Long-Term Care Brochure
Your Retirement Income Planning Checklist
Are You Paying Too Much in Taxes in Retirement?
What, When, Who, How? The Social Security Decisions
What to do in a Down Market
Navigating Market Volatility: It’s All About Perspective
The True Meaning Of Holistic Planning
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The Holistic Retirement Planning Revolution
It's more than just a book, it's a guide to planning your successful retirement.
- Accumulation vs. Decumulation:
Understand the important differences between both sides of your financial mountain. - Use Leverage For More Retirement Income:
Traditional asset allocation has more risk than newer allocation strategies. - Principal Protection Strategies:
Losing money unknowingly and unnecessary to taxes and volatility is common.
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Reviews From The Experts
Today, as we are living longer, retirement planning is all about income – because savings can run out! This is the number one fear I hear from retirees everywhere. The plan in Lane’s book is refreshingly different and more applicable to today’s retirement realities. His book shows retirees how to generate lifelong income by making the most efficient use of your total financial picture, a/k/a Holistic Planning. Your money can last as long as you do…and beyond. Consider this book a user’s guide to a 21st century retirement plan.
Ed Slott
CPA, Retirement Expert & Founder of Ed Slott's Elite IRA Advisor Group SM
Lane Martinsen leaves no stone uncovered as he makes a convincing case for a holistic approach to retirement planning. We are venturing forward into a new age of retirement planning and Lane is one of its most important voices. Spend some time with this book and take to heart its vital message. Highly recommended.
David McKnight
Author of The Power of Zero
Aptly titled, The Holistic Retirement Planning Revolution is a wake-up call, valuable resource, and knowledge base for anyone who wants to increase their retirement income and portfolio life while enjoying the peace of mind that accompanies this mission. Lane Martinsen’s highly informative book makes the case that it’s not enough to accumulate assets for retirement. You need a holistic retirement income plan to help you figure out how to convert those assets into streams of tax-efficient income. Given the fact that this is a complex endeavor, it is best accomplished with the assistance of a holistic retirement income planner.
Robert Klein
CPA, CFP, RICP, MBA
From the Author
Retirement planning in the 21st century comes with new challenges as well as new revolutionary opportunities in our rapidly changing world.
Holistic: Characterized by comprehension of the parts of something interconnected and explicable only by reference to the whole world.
Revolution: A dramatic, fundamental, or complete change.
Achieving Gamma: An increase in retirement income resulting from holistic planning.
The purpose of this book is to help you think differently regarding retirement planning, and to help you "unlearn" some of the things you have been taught for decades. The right combination of strategies and good planning can be the difference between a comfortable retirement and financially difficult retirement.
Lane and his wife, Tara, have been married since 1988 and have been blessed with five children: Alex, Mariah, Abe, Lora, and Emma. They now have six wonderful grandsons and three heart-melting granddaughters.
Lane is the Founder and President of Martinsen Wealth Management, LLC. with offices in Arizona and California. Specializing in holistic retirement income planning, tax, and investment strategies. He utilizes a combination of techniques and experience gained from helping hundreds of clients successfully improve their finances and their lives. Lane is driven by his clients’ success – nothing is more rewarding than creating a successful plan for clients to help ease or eliminate their financial stress, worries, and fears. Lane is the author of the Amazon bestselling book THE HOLISTIC RETIREMENT PLANNING REVOLUTION, Lane has the heart of a teacher and loves to help people by sharing his expertise and knowledge.
Lane is an Elite member of the Ed Slott IRA Advisor Group, the National Ethics Association (NEA), the Million Dollar Round Table (MDRT), Top of the Table, and is an educational speaker for The Association of Financial Educators (AFE) and also, the Society of Financial Awareness (SOFA).
Lane considers being a husband and father his greatest accomplishments with a strong love of God, family, and country.