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Advice, Guidance and Introducing "Client First" Our Team

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

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