PROFESSIONAL SPECIALTIES
Financial Planning
Estate Planning
Asset Management
Risk Management
Retirement Planning
Pension Design
Charitable Giving
QUALIFICATIONS
B.S. Finance/Economics Penn State University
Certified Financial Planner Professional
Chartered Financial Consultant
Chartered Life Underwriter
Life member Million Dollar Round Table
Over 34 years of experience
Managing Partner uFinancial Group
Servicing over $200 Million Dollars of Assets as of 12/31/2010
PERSONAL
William`s outside interests include racquetball, golfing and spending time with his wife Amy Sue and
his three children Scott, Christian and Jessica.
Second Mile Board of Directors
William H. Martin is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC member SIPC (www.sipc.org), 100 Corporate Dr., Suite 201, Camp Hill, PA 17011 * 717-763-7365. Financial Planning Services are offered through Wienken & Associates, Ltd. Wienken & Associates, Ltd. is not a subsidiary or affiliate of MML Investor Services, LLC. Services offered through Wienken & Associates, Ltd., as a registered investment advisor, are not sponsored or offered through MML Investors Services, LLC.
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