Business Details
Your Trusted Retirement Planning Partner in Kentwood, MI
At Mattson Financial, we are dedicated to helping individuals and families navigate the complexities of retirement planning with personalized, client-centric solutions. Founded on the principle of treating clients like family, our team of fiduciary advisors brings decades of combined experience in crafting tax-efficient strategies, multi-generational wealth plans, and comprehensive healthcare solutions. We prioritize transparency, ethical standards, and long-term relationships, ensuring clients receive tailored guidance that aligns with their unique goals.Our commitment to excellence is reflected in our rigorous analysis of portfolios, beneficiary reviews, and coordinated communication with CPAs and legal professionals. By focusing on processes rather than products, we empower clients to achieve financial clarity and security, both now and for future generations.
Services
Retirement Planning
Tax Planning
Medicare Planning
Multi-Generational Planning
Health Insurance Planning
Estate Preservation
Portfolio Analysis
Beneficiary Review
Income Planning
Financial Needs Analysis
Highlights and features
- We offer fiduciary advisors with over 30 years of combined retirement planning experience.
- Our tailored strategies integrate tax, estate, and healthcare planning for holistic solutions.
- We coordinate directly with CPAs and attorneys to streamline your financial processes.
- Our team holds Series 65, CFP, and insurance licenses for comprehensive expertise.
- We prioritize client education and transparency in all retirement planning decisions.
Services
Retirement Planning
Our retirement planning service helps clients design a personalized roadmap to achieve their post-career goals. We analyze portfolios, assess risk tolerance, and create tax-efficient withdrawal strategies to ensure financial security. By integrating estate planning and healthcare considerations, we address all aspects of retirement readiness.
Tax Planning
We develop proactive tax planning strategies to minimize liabilities during retirement. Our advisors coordinate with CPAs to optimize income deferral, leverage tax-exempt accounts, and structure distributions for maximum efficiency. This ensures clients retain more of their hard-earned savings.
Medicare Planning
Our Medicare planning service guides clients through enrollment options and supplemental coverage choices. We explain Part A-D distinctions, premium calculations, and gap coverage solutions to ensure comprehensive healthcare protection during retirement years.
Multi-Generational Planning
This service focuses on preserving family wealth across generations. We align estate documents, beneficiary designations, and trust structures to protect assets while minimizing tax implications. Our goal is to maintain family harmony through clear legacy planning.
Portfolio Analysis
We conduct comprehensive portfolio analyses to evaluate risk exposure, diversification, and growth potential. Our fiduciary advisors identify inefficiencies and recommend adjustments aligned with retirement timelines and financial goals.
People
Gary Mattson
Founder
With over 30 years in financial services, Gary founded Mattson Financial as a fiduciary advisor holding Series 65 and insurance licenses. He specializes in stress-free retirement planning and co-hosts the Money Mentors radio show.
Laurel Steward
President, Partner
A licensed fiduciary and partner, Laurel focuses on retirement planning while co-hosting financial radio shows. She works closely with clients and her father Gary, emphasizing personalized service and family values.
Taylor Steward
Partner, Advisor
Taylor provides tailored retirement plans as a fiduciary with Series 65 and insurance licenses. He appears on local TV/radio financial segments and prioritizes personal client relationships built on small-town values.
Gerald Green
Partner, Advisor
Gerald develops customized retirement strategies as a Series 65 licensed fiduciary. Raised on Mackinac Island, he combines personal relationship-building with professional expertise to serve client needs.
Corey Davis
Partner, Client Services Manager
Corey leads client services with fiduciary expertise, focusing on retirement solutions. A former banker, he emphasizes client education and relationship-building while co-hosting financial radio segments.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including portfolio analysis, tax-efficient withdrawal strategies, and healthcare planning. Our fiduciary advisors create personalized roadmaps tailored to your specific goals.
How do you help with tax planning in retirement?
We minimize tax liabilities through income deferral strategies, tax-exempt account utilization, and coordinated distribution planning. Our team works directly with CPAs to ensure optimal tax efficiency.
Do you specialize in Medicare planning?
Yes, we guide clients through Medicare enrollment options, supplemental coverage choices, and gap protection strategies to ensure comprehensive healthcare coverage during retirement.
What areas do you serve?
While based in Kentwood, MI, we serve clients throughout West Michigan and surrounding communities with personalized retirement planning solutions.
Are you fiduciary financial advisors?
Yes, all our advisors operate as fiduciaries, legally obligated to act in clients' best interests. We hold Series 65 licenses and prioritize ethical, transparent financial guidance.
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