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!
Michael A Matheson, CFP®, CFS, CRPC®, CDFA
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A look inside the U.S. government's statistics on household net worth.
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Five phases to changing unhealthy behaviors.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How long does a $20 bill last?
Understanding the value of a home warranty.
Do you have an estate strategy? You should.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A change in your mindset during retirement may drive changes to your portfolio.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The decision whether to buy or rent a home may have long-term implications.
What is your plan for health care during retirement?
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