Meet one of Everwise Investment Services' knowledgeable CERTIFIED FINANCIAL PLANNER™ professionals.
Helping members achieve their financial goals is my top priority.
Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is both an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, working together, we can combine into an appropriate strategy for you.
- CERTIFIED FINANCIAL PLANNER™
- Registered Representative of LPL Financial
- Licensed Insurance Agent
- Check Matt's background on FINRA's BrokerCheck
Let's work together to develop a plan to help you:
- Retire more comfortably
- Maintain your assets and your financial future
- Fund your children's or grandchildren's education
- Financial Planning
- Investment Management
- Personal Financial Assessments
- Tax-Advantaged Investment Planning
- Retirement Income Planning
- Wealth Management
- Portfolio Management
- Comprehensive Financial Guidance
- Retirement Planning
- Insurance Planning
Together we'll answer the tough questions to give you financial confidence:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with a retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- What would happen to your family financially if you died?
- How will you pay for long-term care?
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise Credit Union or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.