Tina Matthews
Important Disclosures @Harman Wealth Management
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WORK HISTORY
Important Disclosures @Harman Wealth Management
Austin, TX, US
Securities and investment advisory services offered through OSAIC WEALTH, INC, member FINRA/SIPC and a registered investment advisor. Investments in securities involve risk, including the potential loss of principal invested. Harman Wealth Management is a marketing designation. This communication is intended for individuals residing in the states of AL, AZ, CA, CO, FL, & TX, No offers may be made or accepted from any resident outside the specific states referenced.The site may contain links to articles or other information that are contained on a third-party website. OSAIC WEALTH, INC. does not endorse or accept responsibility for the content, or the use, of the website. OSAIC WEALTH, INC. assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages.OSAIC WEALTH, INC. is not affiliated with LinkedIn. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on this site. We do not control, serve, adopt or endorse any content that LinkedIn may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons.We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussion about investment advice or products, specific securities or investments, or trading strategies.IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 51••••••24.
EDUCATION
St.Edward's University
Bachelor's degree, Accounting and Finance
The American College of Financial Services
Chartered Financial Consultant & Retirement Income Certified Professional, Financial Consulting
Institute for Divorce Financial Analysts
Certified Divorce Financial Analyst, Divorce
Texas A&M University School of Law
Master of Jurisprudence, Wealth Management
Saint Edwards University
Bachelor of Liberal Studies, Finance/Accounting
ABOUT TINA MATTHEWS
My focus is working closely with clients to understand their personal and financial aspirations. A deep level of comprehension is achieved by completing a step-by-step process to create the financial approach that is right for YOU. Once a clear direction has been established, we build a portfolio of world-class insurance and investment solutions to best accomplish our game plan. After executing our plan, we closely monitor the progress and make timely adjustments while navigating the inevitable changes in life stages.Certain insurance products are offered by Tina Matthew as a licensed agent independent of OSAIC WEALTH, INC.Specialties: My areas of specialty include: Long-Term Retirement Planning, Retirement Income Planning, College Funding, Life Insurance and Planning for Small Business Owners
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