Marty Warburton, CLU®, ChFC®, as a financial professional at Independence Financial Partners, has been helping businesses and professionals increase their wealth, preserve their assets, and reach their financial goals since 1988. Inspired by his love for investing and planning, Marty is dedicated to helping guide people through all stages of financial life, with a special focus on retirement and insurance planning.
Based on a thorough understanding of your needs and financial goals, he will design and implement a strategy to satisfy what is important to you today and create a course of action to help ensure your goals are being met in the future.
Marty and his wife, Cindy, are the parents of three grown children, Brad, Alison, and Rosie. They live in North Kingdom and enjoy their proximity to beaches and Newport. When Marty is not in the office, he’s actively involved with the YMCA and in his free time he likes to play golf, hike or play basketball.
Focus
- Life Insurance
- Long Term Care Insurance
- Investments & Asset Allocation
- College Savings Plans
- Business Strategies
- Retirement Strategies
- Estate Planning Strategies
Accomplishments
- Inducted into the John Hancock Hall of Fame in 2016. This is a prestigious accomplishment attained by very few within the insurance business.
- *Member of MDRT (Million Dollar Round Table), a premier industry association of financial professionals worldwide
- *Qualified for the ACE Award 1 times, one of the highest honors that Signator bestows on financial professionals within the national network. ACE stands for “Achieving Client Excellence.”
THE HALL OF FAME:
* The Hall of Fame is an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times.
ACE AWARD:
* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary preservation and wealth products. No other factors are considered.
MDRT disclosure:
*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.