Broker Check


We Can Have a Better Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation for success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer, please visit our Resource Center.

In addition, we have created a New Website to share with you ideas and concepts which may be new to you, we call it "Concepts-U;" where you may learn how we can protect ourselves from the next market crash, how to create tax-efficient wealth, lifetime income, rapidly get out of bad debt, and even how to put our kids through college without student loans... Please, check what we have so far, and from time-to-time, we will add more.

Thank you, -Gabe Martinez 

Visit our Concepts-U Website for New Ideas:

FREE eBook

FREE eBook

Would you like to protect your wealth from down markets, reduce your tax liability, create lifetime cash flows, and more? Download the eBook, or call me and I'll get you a hard copy.  

Learn more & get your eBook
FREE Wealth Accelerator Evaluation

FREE Wealth Accelerator Evaluation

For so many people, the biggest obstacle preventing them from building real wealth is Debt.  That is why, for many years, I helped (as ELPs, and later as SmartVestor Pro) Dave Ramsey's followers, reach baby step #4 and beyond, but the process was slow: true baby steps... But there is still hope, we have made arrangements with one of our partners for a Free Wealth Accelerator analysis, to evaluate how you can rapidly and permanently Get-Out-of-Debt and start building true wealth.  A group of us nationwide, are on a mission to get a million people out of debt and have them reach a million dollars in wealth for retirement.  This is the brainchild of one of our mentors, Steve Burton, and he calls it "Mission-One-Million" or M1M for short. 

Get your Free Evaluation
Free College Funding Book

Free College Funding Book

Do you stay awake at night wondering how in the world you'll be able to get your kids through college? What if you could put then through college, and without student loans?  Well, we have made arrangements with one of our M1M counter-partners to either send you a free book, or have a quick free consultation with Dave Smith, the author of the book.  Also, if friends or family members can benefit from this information, please send them to this page.  They will appreciate you for thinking of them. 

Learn more & get your Free book