Michael Matson

Michael Matson Email and Phone Number

President of Matson Financial Advisors, Inc @
Michael Matson's Location
Danbury, Connecticut, United States, United States
Michael Matson's Contact Details

Michael Matson work email

Michael Matson personal email

n/a
About Michael Matson

I enjoy working with caring professionals. At our firm we choose our clients carefully so we can confidently deliver financial independence and a well planned legacy.MISSION STATEMENTTo be a thought-leading advisory firm where staff members participate as visionary dreamers and actionary doers,Where caring professionals collaborate in a spirit of collegial partnership walking each unique client hand-in-hand toward financial independence.Specialties: - Developing strategies for individual high-net-worth clients to withdraw a predictable stream of retirement income from investment portfolio without using annuities. - Understanding and communicating the role Irrational Behavior and Emotion plays in financial decision-making. - Assist Non-Profit Boards to cost-effectively manage critical endowment assets and develop strategies for improved communication surrounding planned giving. - Design and monitor Retirement Plan solutions for employers with $1-$20 million in retirement plan assets.

Michael Matson's Current Company Details
Matson Financial Advisors, Inc.

Matson Financial Advisors, Inc.

President of Matson Financial Advisors, Inc
Michael Matson Work Experience Details
  • Matson Financial Advisors, Inc.
    President
    Matson Financial Advisors, Inc. Nov 1993 - Present
    Danbury, Ct

Michael Matson Skills

Retirement Retirement Planning Financial Advisory Personal Finance High Net Worth Individuals Investment Advisory Investments Estate Planning Strategic Financial Planning Asset Managment 401k Employee Benefits Finance Asset Management Mutual Funds Investment Strategies Financial Planning

Michael Matson Education Details

Frequently Asked Questions about Michael Matson

What company does Michael Matson work for?

Michael Matson works for Matson Financial Advisors, Inc.

What is Michael Matson's role at the current company?

Michael Matson's current role is President of Matson Financial Advisors, Inc.

What is Michael Matson's email address?

Michael Matson's email address is mi****@****ors.com

What is Michael Matson's direct phone number?

Michael Matson's direct phone number is +120374*****

What schools did Michael Matson attend?

Michael Matson attended The University Of Connecticut, Tilburg University.

What are some of Michael Matson's interests?

Michael Matson has interest in Boating, Skiing, Volunteering, Ice Hockey And Being With Family, Cycling, Reading, Golf.

What skills is Michael Matson known for?

Michael Matson has skills like Retirement, Retirement Planning, Financial Advisory, Personal Finance, High Net Worth Individuals, Investment Advisory, Investments, Estate Planning, Strategic Financial Planning, Asset Managment, 401k, Employee Benefits.

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