We'll design a wealth management strategy to ensure your money works as hard for you as you worked to earn it. Matheson Financial Partners is a fee-only financial planning and wealth management firm specializing in helping sales professionals accumulate and preserve their wealth.
Beginning with helping our clients define and prioritize goals, we then create a strategic plan to maximize the opportunities of their variable/bonus comp, or equity compensation plans.As a fiduciary, we manage investments and help clients plan for major life events such as college or retirement while incorporating tax mitigation and estate planning guidance into our planning considerations.
Beginning with helping our clients define and prioritize goals, we then create a strategic plan to maximize the opportunities of their variable/bonus comp, or equity compensation plans.As a fiduciary, we manage investments and help clients plan for major life events such as college or retirement while incorporating tax mitigation and estate planning guidance into our planning considerations.
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Fee-only
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The following article outlines the three major reasons why we think Matheson Financial Partners should be trusted financial advisor. While a financial advisor held to a fiduciary standard will give you truly the best financial advice they are qualified to give, an advisor held to a standard of suitability will give you information that can be compromised due to a conflict-of-interest.
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