Investments and Services
As an independent financial planner, Matt is able to offer a variety of account types and investments. Below you will see a brief description of some options. To learn more, contact me
Traditional Brokerage: A transactional account; the transaction cost vary depending on investment.
Advisory: Annual fee that is a percentage of total account value. Access to specialized and institutional money managers.
Consultant: Hourly cost assessed based on the type and scope of the financial service provided.
Business Retirement Plans: 401k, 403b, 457b, DB, Profit-Sharing, Sep & Simple IRAs
Personal Retirement Plans: Traditional and Roth IRAs
Education Savings: 529, Coverdell
Equities: Stocks, Mutual Funds, ETFs
Fixed Income: Government, Corporate and Municipal Bonds, Unit Investment Trust, CD”s
Insurance: Life, Long Term Care, Disability, Health
Banking: Checking, Money Markey, Mortgages, Margin Loans
Annuities: Fixed, Immediate, Variable
Alternative Investments: Commodities, Precious Metals, Private Placement Investments
"Broker Dealer of the Year" 9 Time Winner, Investment Advisor Magazine
2009 - 2004 - 1999 - 1998 - 1995 - 1994
- 1993 - 1992 - 1991