What We Do
At Aaron Matthews Financial Resources, we want to guide you through the rocky terrain that lies ahead in retirement. The financial landscape is very different in today’s harsh economic climate. The strategies of the past will no longer assure you the retirement you hope to have.
We developed the proprietary G.P.S. (Guided.Planning.System) with one goal in mind: to assist our clients in developing a complete, written financial plan, a plan that takes all of today’s retirement concerns in to consideration. You deserve a plan that meets your expectations. The Financial G.P.S. can help you get there!
What areas can the G.P.S. (Guided.Planning.System) help me with?
Determining the Proper Investment Risk/Safe Ratio
Having too much risk in your retirement portfolio could be devastating to your financial future. The proper safe/risk ratio often depends on multiple factors that the common investor does not consider. Our Investment Risk Review analyzes your current portfolio’s risk level and helps you determine if you need to make any adjustments.
Developing Inflation Adjusted Income for Life
Our financial planning team specializes in developing custom plans for our clients that guarantee they will never run out of money as long as they live. By positioning a portion of your assets into an I.L.I.P. (Inflation Laddered Income Plan), we are able to create an income plan that considers future inflation, longer life expectancies and eliminates the fear of running out of money before you die.
Creating a Written Investment Plan
Having a written investment plan is more than owning certain stocks and mutual funds or other financial products. Your investments should coincide with one another and work together to decrease your fees, stabilize your retirement income, and protect your hard-earned money. We strive to make sure every client at Aaron Matthews Financial Resources has an investment plan that achieves their financial objectives in retirement, one that is affordable and reliable.
Protecting Your Estate & Your Legacy
All too often, the right written investment plan and retirement portfolio falls by the wayside because of improper estate and legal documents. It is not enough to simply invest your money properly. If you want to leave your legacy to your loved ones, you must have your legal documents properly prepared. Clients of Aaron Matthews Financial Resources receive custom estate plans that help them avoid probate and unnecessary taxation.
Today’s retirement landscape is rocky at best, and one of the most important aspects of planning for retirement is working with the right financial advisor. Retirees are faced with the tough task of sorting through all the choices of today, so that they find the right person who will help them plan for tomorrow, and beyond.
Our team of advisors and the support staff at Aaron Matthews Financial Resources is committed to providing the very best service in the retirement planning industry today. Through continuing education, weekly team meetings and planning sessions, and a comprehensive team planning approach, we have helped hundreds of area retirees secure their financial futures.
Aaron Matthews Financial Resources is dedicated to providing guaranteed, custom income plans that our clients cannot outlive. Clients of Aaron Matthews Financial Resources can expect:
To be educated about their financial situation more than they ever have been before
To understand where they currently are, and where they can expect to be at any point in their retirement future
To have a completely custom written financial plan that consists of:
Guaranteed income that is reliable
The protection of assets from future stock market loss
Conservative and affordable wealth management strategies for risk money
An estate plan that allows you to avoid probate and pass your money on to your heirs in the most tax-advantageous way possible.
Quarterly reviews and in-depth analysis
Monthly educational events and correspondence
Timely answers (within 24 hours) to any and all questions that arise including periodic updates to all service requests
Don’t be left out in the dark for your retirement portfolio. To schedule a time to discuss your financial future and help secure the retirement of your dreams, contact us at firstname.lastname@example.org or call us at 916.509.7227 today!