Our Services


Lifelong Financial Planning - that helps you be financially successful at every stage of your life - we consider your income, tax issues, savings, investments, life insurance, general insurance and employee benefits

Retirement Planning - that prepares you for all aspects of your life after work - including income, continuing work, housing, activities, unexpected occurrences, insurance, estate planning

Estate Planning - that protects you and your dependents in case of serious illness or untimely death

Risk Management- helps identify potential risks (investment and liability) and recommends how to eliminate, reduce and if necessary insure them 


Matt offers an extensive range of products and services to implement all components of your Comprehensive Plan.


Insurance products and services are provided through Assante Estate and Insurance Services Inc.