James M. Matthews, Cfp®, Clu®, Ricp® Email & Phone Number

My name is James Matthews, and I've spent nearly two decades studying retirement—so you don't have to! 🗺️📍Follow me to learn how to Retire Smarter® by making sure you're on track to get the most out of what you've saved—so you can feel confident you're not leaving money on the table 💰📉.Forget the 'one-size-fits-all' approaches based on guesswork 🤔 🚫Wave goodbye to outdated rules of thumb👋👎And instead, join a community of fellow retirement "big-brains" who are saying hello to a more Intelligent Retirement® 🧠📈Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services are offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning Inc. is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity./COMPLIANCE:2024-5695/

Listed skills include Retirement Planning, Retirement, Financial Services, Management, and 15 others.