Mike Matta
Tax-Free Retirement Strategist & Medicare Expert
- Role
- Insurance, Medicare, Retirement Advisor at Futurity First
- Location
- Powell, OH, US
- LinkedIn followers
- 500 followers
About Mike Matta
I work to give my clients peace of mind and a clear plan for their future. My goal is to help my clients prepare for the risks they face in retirement: Sequence of return risk, tax risk, longevity risk and long term care risk. This includes helping my clients navigate their Medicare options.Specialties: Tax Efficient Retirement planningMedicare productsLong Term Care Planning
Experience
Insurance, Medicare, Retirement Advisor
Jun 2019 — Present · OH, US
Disclosures: 1. Insurance Licensed in: Ohio, WV, AZ, AL, KS, MI 2. Disclosure:
Education
The Defiance College
BS
1972 — 1976
The American College
Professional Designations
1983 — 2016
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