April L. Martin, CLTC, AIF
Owner, Senior Financial Consultant
April has over 26 years of experience in being an advocate for her client's needs. She currently has over 500 physician clients and specializes in disability income strategies, life insurance, asset preservation planning, and tax efficient investing. She regularly lectures and teaches on these topics at the University of Virginia, national advisor forums and local Chamber events.
Planning for the unexpected is at the heart of her practice, and she loves working with her physician clients to help them prioritize “what comes next”.
As a financial professional, April's passion is to provide her clients with a plan and stay on top of their financial needs. She loves to encourage people to have a well-structured financial plan, especially for those who have children or other dependents. April's approach is individualized and tailored to each client, understanding that the busyness of life can leave people unprepared.
April is an Accredited Investment Fiduciary. This designation is a professional certification that demonstrates that she serves as an investment fiduciary and has met certain requirements to earn and maintain the credential.
When not running her practice, April enjoys cooking, grilling, gardening, and music. She enjoys playing percussion at local theaters, churches, and schools. She also volunteers and leads music at a local assisted living facility.