Matthew Nickels

About Matthew Nickels

Is your financial plan built by default or by design? When was the last time you reviewed that plan? Are you still on track? What pieces of the puzzle are you forgetting?I have one mission: to help you define and achieve your goals. We will collaborate to develop a detailed road map with clear objectives and milestones; we will agree on a disciplined investment approach designed to reduce volatility and decrease risk; and, most importantly, we will meet regularly to track your progress, review goals as life changes, and course-correct when necessary.I welcome a connection if you have any lingering questions about your financial future. Do you have a detailed wealth management strategy? Do you want to travel more? Read more? Give more? How will your evolving goals affect your retirement? I am happy to meet to review your current situation.

Experience

1. Financial Advisor

   VantagePointe Financial Group

   Aug 2018 — Present

   Learn, Plan, Protect, & Grow.Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Education

• Western Michigan University

  Bachelor's Degree

  2003 — 2007

• College for Financial Planning

  Certified Financial Planner™, Financial Planning and Services

  2017 — 2017

Skills

• Financial Advising
• Portfolio Management
• Goals Based Wealth Management
• Customized Wealth Strategies
• Estate and Retirement Planning Services