David Matuszak

Role: Financial Advisor at Strategic Investment Solutions, Inc
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About David Matuszak

David serves as a lead advisor and relationship manager to high-net-worth individuals…

Experience

Financial Advisor
Strategic Investment Solutions, Inc
Aug 2018 — Present
Independent Financial Advisory firm serving as a fiduciary for clients. Simply Better Financial Advice Unlike the flashy and fast-paced approach to finance taken up so frequently by the media, we follow a measured, time-tested approach based on a vast database of historical returns. Our approach aims to balance personal risk tolerance, time horizons, tax considerations, and present and future income needs within the context of an overall long-term life plan. The same advice is not the right advice for everyone, and we believe in finding solutions that are the best fit for your success, not ours. Your attitude towards investing is as important as the investment itself, and we make sure that you are as comfortable and confident in your financial choices as we are in offering them to you.

Skills

Microsoft Office
Derivatives
Series 7
Cash Flow Analysis
Data Analysis
Financial Forecasting
Leadership
Financial Planning
Envestnet
Report Writing
Equities
Value Investing
Netx360
Teamwork
Salesforce.com
Research
Customer Service
Life Insurance
Business Writing
Fundamental Analysis
Financial Services
Mutual Funds
Equity Research
Pershing
Security Analysis
Cfa
Capital Markets
Accounting
Portfolio Management
Financial Modeling
Salesforce
Microsoft Excel
Cash Flow Forecasting
Money Guide Pro
Financial Analysis
Public Speaking
Sales Force
Powerpoint
Creative Writing
Financial Statement Analysis

Contact information

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Work email
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Current company

Strategic Investment Solutions, Inc

Investment Management · 17 employees · Founded 1977 · Orland Park, Illinois, United States

Retirement Planning. Retirement planning is more than simply ensuring that you won’t outlive your money. It also involves the timing of benefits, including Social Security, and – beyond the money aspects – it’s about how you will make your retirement years personally fulfilling and enjoyable. Risk Management. Determining what risks you face, how to protect yourself, and understanding how to maximize insurance and benefits packages are all vitally important facets of your financial security. Education Funding. Identifying the right mix of education funding programs and maximizing their use is a complex and confusing process, but there are ways for families of any income level to effectively save for college. Estate Planning. We’ll help you consider choices you can then implement with your attorney. It may involve naming a guardian for minor children, making provisions for dependents with special needs, addressing medical directives and other end-of-life considerations, and help determine when a trust is appropriate. Portfolio Analysis. We compile your investments and analyze each for costs, tax efficiency, performance, risk, and diversification. We help you understand what you have and whether what you have is appropriate for you. Tax Planning. Tax planning helps to lawfully structure your income and take advantage of the adjustments, deductions, and credits for which you qualify so that you pay only what you owe when you owe it. Business Owners. We assist in the buy-sell planning process. We would develop the appropriate corporate retirement solution for you and your team. Review existing retirement plans such as 401(k) plan. We prepare an annual detailed tax management plan. Charitable Giving. We discuss and explore your long-term charitable wishes and how to best implement them in a tax efficient manner.

sisfp.com

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About David Matuszak

Experience

Financial Advisor

Skills

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