My team’s “Client First” Advice, Guidance, and Direction process is about helping individuals and small business owners face the unique challenges of today’s complex world by creating a path and navigating through the maze of financial tools available to implement a comprehensive financial strategy. Our proven “Client First” philosophy guides the process:
- Building a solid foundation and developing a path with you is an important first step. To be a trusted advisor is an honor, but knowing that my team and I are my client’s first call for assistance for financial advice is a privilege that we do not take for granted.
- Guiding and aligning my client’s financial situation toward their financial targets and objectives using straight forward financial solutions, systems and strategies is the beginning of walking down the newly established path. We help you make sense of the maze of financial tools available and we provide specific advice to help implement the appropriate strategies to help you get to your objectives.
- Along the way, my team and I are always here to listen. If life throws you a curve ball or you simply have lost your way, we will help lead you in the right direction back to your financial path as a part of our process. Ongoing update and outlook meeting are designed to keep you informed and strengthen our on-going relationship through our unrivaled service and communication.
Like what you are hearing? Let’s build on this! Give my team a call to schedule an appointment and let’s talk about your situation to determine if we can add value to your financial future and build a relationship. Tell them Elvis sent you!
Talk soon!
Michael A Matheson, CFP®, CFS, CRPC®, CDFA
Helpful Content

Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.

Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.

How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
View all articles 
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
View all calculators 
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
View all presentations 
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Emerging Market Opportunities
What are your options for investing in emerging markets?