Matt graduated from Northern KY University with a B.S. in Business Management. For the past 27 years Matt has been financial planning for small business owners and successful professionals helping them to accumulate, preserve, protect and distribute their wealth. Matt specializes in using an income for life strategy to help retirees manage the three risks that can damage their retirement security. 1) Timing Risk – What if I pick a bad year in the market to retire? 2) Inflation Risk – Will my income keep pace with rising prices? And 3) Longevity Risk – Will my income last my entire lifetime?
In addition to his financial planning practice, Matt and his family have been involved in the Big Brother/Big Sister program mentoring young men. Matt lives in Ft. Thomas, KY with his wife Amy. They have two sons, Matthew and Jake, and are passionate about their two grandchildren.
Matt is a registered representative of Lincoln Financial Advisors with Series 7, 63 and 65 securities registrations and state insurance licenses.