Matt Dion Email & Phone Number

With over 10 years of experience in financial services, my team strives to meet the needs of our clients through life stages, increasingly complex investment situations, and ever-changing market conditions, I understand the unique challenges clients face:- Striving for a secure financial future- Supporting their families- Determining the best strategy for income in retirement- Planning their legacyMy goal is to help reduce my clients’ stress around these financial matters and move comfortably into the next phase of their lives. I help clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation:- Strategies for managing retirement income & expenses- Asset allocation and investment management across all account types-individual, joint, taxable and tax-deferred: IRAs, 401K’s and rollovers from retirement plans.- Strategies for navigating Social Security - Legacy and business succession plans- Strategies for managing financial risk, including life insurance, long term care and annuities.I believe ongoing education to expand my knowledge and expertise to help provide my clients the bestthinking and solutions available to meet their needs is an important component to my practice. I welcome the opportunity to meet with you to learn about your unique situation and explore where I can benefit you. Please feel free to contact me at 470-239-1574 or email me at matt.dion@praxisfp.com. This information is intended for use by residents of AL, AR, AZ, CA, CO, FL, GA, IL, LA, MD, MN, MO, MS, NC, OH, OK, PA, PR, SC, TN, TX, and VA only.Ca Insurance License number 0K92300 Resident state GA/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Retirement Planning, Investments, Fixed Annuities, Financial Analysis, and 18 others.

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  University Of Georgia - Terry College Of Business

  General