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Is MJR Financial Right For Me?A Financial Partner For Every Chapter.

Four moments bring people to Maartin’s office on Arlington Avenue. Find the one closest to yours and see what he looks at, how the work goes and what you leave with.

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The Short Answer

Maartin Rossouw works with four kinds of families: business owners planning to retire without overpaying in taxes, people within a few years of retirement who want a dependable income, families planning what they pass on, and people turning 65 who need to choose Medicare coverage. He meets in Riverside, by Zoom or by phone.

Choose Your Path

Where Are You Right Now?

Pick the moment closest to yours. Every path ends the same way: a written plan and a private conversation with Maartin.

I Own A Business

Build your retirement income around the business you run, plan the day you step away and keep more of it after taxes.

See The Business Plan

I’m Retiring

Turn your 401(k), IRAs and Social Security into a monthly income plan built to last as long as you do.

See The Retirement Plan

I’m Planning My Legacy

Decide who receives what, check every beneficiary form and compare the coverage that protects what you pass on.

See The Legacy Plan

I’m Turning 65

Know what to do in the year before 65, then compare your Medicare options with Maartin beside you through enrollment.

See The Medicare Plan

Signs It’s Time To Talk

When To Sit Down With Maartin.

Any one of these is reason enough.

  • A Date On The CalendarRetirement, a sale or a 65th birthday is a few years away, and the plan for it still lives in your head.
  • Accounts In Several PlacesOld 401(k)s, IRAs and policies sit with different companies, and nobody has looked at them together.
  • Taxes That Surprise YouApril brings a number you didn’t expect, and you want the next one planned with your CPA.
  • Forms Signed Long AgoBeneficiary designations were filled out before a marriage, a divorce or a new grandchild.
  • A Business That Depends On YouYour company carries your income today and needs a plan for the day you step away.
  • Medicare Mail ArrivingLetters and calls about Medicare plans have started, and you want one person to compare them plainly.
A quiet study at dusk with two leather chairs beside a desk lamp

Working With Maartin

How Every Path Comes Together.

  1. 01

    Start With A Conversation

    Meet at the office on Arlington Avenue, by Zoom or by phone. You talk about what matters, and Maartin listens for the numbers behind it.

  2. 02

    Gather The Paperwork Once

    Statements, policies and beneficiary forms come together in one place, so every part of the plan works from the same facts.

  3. 03

    See It In Writing

    You leave with a written plan in plain English, with your options compared side by side.

  4. 04

    Bring In Your CPA And Attorney

    Maartin works alongside the professionals you already trust and writes the plan so they can review it.

Questions

Common Questions

Maartin Rossouw

Written by Maartin Rossouw, President, MJR Financial & Insurance Services. CA Insurance License #790783. Facts from Medicare.gov. Updated · 3 Min Read.

Keep Reading

What if my situation fits more than one path?

Many situations overlap. A business owner can be turning 65, and a retiree can be planning a legacy at the same time. Maartin starts with the question that feels most pressing and builds the rest into the same written plan.

What happens in a first meeting?

You talk through where you are, what you want your money to do and what keeps you up at night. Maartin asks for the statements and policies he needs, then comes back with your options in writing. Meet at the office on Arlington Avenue in Riverside, by Zoom or by phone.

Does Maartin work with my CPA and attorney?

Yes. Maartin works alongside the CPA and attorney you already have. Tax and legal questions stay with them, and your plan is written so they can review it.

Sources
  1. Medicare eligibility and the first sign-up window begin around age 65 (turning 65 card, answer, 65th birthday signal)

Medicare Disclaimer

We do not offer every plan available in your area. Currently we represent 6 organizations which offer 87 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Not affiliated with or endorsed by the U.S. government or the federal Medicare program.

Not Sure Which Path?

Start With
A Conversation.

Tell Maartin where you are today, and he will show you which plan fits and what to bring.

Book A Private Review

Read The Questions Families Ask FirstVisit The Office On Arlington Avenue