About Us

Pine Lake Financial, formerly Franke Martens Group, embraces the theme of having rewards for working hard.  There is a well-known phrase, We Don’t Live to Work, We Work To Live!  For Traci Martens, her reward is a cabin on Pine Lake where family gathers and friendships are made. This Cabin is the inspiration for our new corporate name! So, please join us in embracing Pine Lake Financial and use our theme as your reminder to find that reward/passion/inspiration in your own lives and ask us how we can help you meet that goal.

We remain committed to helping make your financial goals Easier, Better, Simpler.

 

Easier, Better, Simpler!

At Pine Lake Financial we work with you to create succession, protection, and retirement plan strategies that help make life easier - for you, your family, and your employees and their families.

Transforming your current goals into long term financial security may seem like an uphill struggle. At Pine Lake Financial we strive to make it easy. We listen carefully, explain completely, plan totally, and empower you to build a bridge between today's financial goals and tomorrow's accomplishments.

 

                                  Would you like to hear an experienced professional explain things in plain English?

Traci Martens can and does!

Traci's communication skills help you and your employees understand and take advantage of current law changes to maximize your benefits. Being a parent and former non profit board member, Traci is gifted at breaking down complex ideas and making them understandable.

Traci provides you with a comfort level - she genuinely cares about your welfare, and it shows in the quality of service provided.

Service You Can Believe In         

Traci Martens' commitment to the highest level of customer service combined with innovative and sophisticated financial planning has been a tremendous asset to her clients since 1991. Traci specializes in retirement plans, customized investment strategies, and education plans for individuals, particularly women and couples.  She also specializes in employee benefits packages for small to medium-sized businesses.  Traci combines exemplary listening and communication skills with top-notch experience to ensure that each client's needs are her top priority.

Traci earned her Economics and Finance Degree from St. Norbert College, and holds the Certified Employee Benefit Specialist (CEBS) designation.

           Experience You Can Trust           

Traci works to create retirement, succession and protection plan strategies to help make your life easier, better and simpler for you, your family, and your employees.

 

Pine Lake Financial.  A great place to turn for all your planning needs.

Why go anywhere else? 

 

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