Matt M.
Not your average financial advisor | Honest and judgement-free financial guidance, investment strategies, and creative solutions that suit your needs
- Role
- Financial Advisor at Equitable Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Matt M.
My team and I help individuals and families both across the country and here in Charlotte who believe they deserve more from financial management than the industry norm. My number one goal is to help relive the anxiety everyday people have towards their financial life through honest and personalized planning that goes beyond the numbers. My areas of focus are: Retirement Planning: Tailored strategies to secure your financial future as you approach retirement.Estate and Trust Planning: Guidance to ensure your legacy is preserved according to your wishes.Tax Planning: Strategies to optimize your tax situation and enhance your savings.Long-Term Care Planning: Solutions to prepare for potential healthcare needs in your later years.Employee Benefits: Helping small businesses establish cost effective 401(k)/group retirement plans, and other employee benefits, including group medical, dental, vision, life disability, and key-man insurance. Small Business Financial Planning: Exit planning & business valuation, funding buy-sell agreements, executive benefits
Experience
Financial Advisor
Aug 2023 — Present · Charlotte, NC, US
Education
University of North Carolina Wilmington
Bachelor of Business Administration - BBA
2019 — 2023
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