Broker Check
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

Helpful Content

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Surprises

Making the most of surprises is a great reason to work with us.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow