As an independent financial professional, my focus is to provide individual investors and small business owners with relevant fiscal strategies on retirement planning and tax advantage investments. In close collaboration with clients, your portfolio will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.My approach to investing is straight forward. As a financial representative for more than 20 years and a personal investor for more than 30 years, my objective is to change the human behavior and beliefs of people about retirement planning. Every decision we make will be focused on achieving the results you want. My mission is to help my clients pursue financial independence through personal and efficient financial service, sound risk management, and quality investment products.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. St. Matthews Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosures, please see the "Social Media Disclosure" link above in the "Contact info" section of my LinkedIn profile.
Listed skills include Retirement Planning, Series 7, Wealth Management, Mutual Funds, and 3 others.
