Gregory Matthews, Cfp® Email & Phone Number

Dallas/Fort Worth Area

I guide my clients into a seamless retirement, as well as help maintain financial freedom throughout. Combining decades of working within the financial field, I have had the opportunity to help many clients through all different stages of preparing for and staying happy in retirement. I recognize your goals as well as concerns. In partnership with you, I will assist you in developing the answers you seek to the challenges of retirement. Beyond the plan development stages, I also provide workshops and client education opportunities to make sure you fully understand your investment options and decisions.

I specialized in designing customized retirement strategies to provide a secure lifetime allowing his clients to retire and stay retired. Greg focuses in the Dallas and Fort Worth area on issues regarding Retirement Distribution Strategies from IRAs and Qualified Retirement Plans. He combines strategic investment decisions with his experience and devotion to client satisfaction to maintain the integrity of his clients’ portfolios while achieving their financial goals.Securities ffered through TCM Securities, Inc. member of FINRA & SIPC.

Denton, Tx

Provide leadership and guidance on programs and events to engage UNT Alumns while supporting the mission of the University of North Texas.