Matthew D. Wilson, Cfp® Email & Phone Number

After working with hundreds of engineers over the years...we can say with confidence that our engineering clients appreciate systems and calculated risks just as much as we do.Just how engineers design a bridge or structure that stands the test of time against the elements...the same needs to be applied to your financial structure.Elements like...Market correctionsPolitical administration changes Tax hikesSocial unrest...can make your financial structure crumble to the ground...if you don't have the proper foundation.So, we designed the system to fit the specific needs of an engineer who doesn't want to split test advisors. Introduce the Keen Wealth Advantage™... that is centered around one simple mission: to help clients engineer the retirement of their dreams. We start by implementing a 3-Step process:First, we evaluate your assets and liabilities Second, we calculate your present and future spending habitsThird, we roadmap your retirement timing with specific outcomesEngineers are wired to process information in greater depths than the average person. We pride ourselves on providing a level of excellence and attention to detail that engineers appreciate.Additionally, we limit client capacity to help ensure we can dedicate the time and resources necessary to make a lasting impact on every client’s life. So, if you are an engineer and are looking for guidance to help you engineer your retirement plan like a well-structured skyscraper or bridge...then I invite you to leave me a note and let's see if the Keen Wealth Advantage™ is your solution to building the retirement of your dreams. *Third-party rankings and recognitions are no guarantee of future investment results and should not be construed as an endorsement of the advisor."Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm."

Listed skills include Investments, Retirement Planning, Retirement Income Strategies, Asset Allocation, and 3 others.

• 

  Rockhurst University

  Accounting And Finance