Matthew works with medical and dental professionals, families and business owners to help them fully understand the 3 domains of their financial life - protection, savings and growth - and how they are interconnected. Using a macroeconomic approach, he seeks to help his clients avoid some of the wealth-eroding factors - inflation, taxes, market volatility, etc.

His goal is to help create a more coordinated financial picture implementing non-traditional financial strategies.

Specialties

• Asset Protection
• Wealth Building
• Distribution Planning
• Asset Optimization
• Student Loan Consolidation*