Matthew Deweese Cfp ™ Cpfa ™ Email & Phone Number

MY TEAM AND I ARE PASSIONATE ABOUT ANSWERING THE TWO MOST FUNDAMENTAL AND YET PROFOUND QUESTIONS YOU HAVE OF OUR INDUSTRY.QUESTION #1 IS, ‘WILL I MAKE IT?’ What we have found over the years is that the majority of people that we speak with haven’t even defined ‘it’! So the first thing we do is sit down and define everything you are trying to accomplish with your wealth and then we take a look at everything you are doing from a financial perspective. We then overlay those two things to determine whether what you hope will happen financially actually has a chance to occur. If those two things align then we pat you on the back and say congratulations. If there is a shortfall, we point out your specific challenges and give you rational solutions to help you get back on track. ONCE WE HAVE ANSWERED QUESTION #1, WE GO ON TO QUESTION #2: ‘DO I HAVE ANY FINANCIAL BLIND SPOTS?’ Is there anything that has been overlooked that could do myself, my family or my business harm? At this stage, my team takes a 360 degree look at you financially, to determine any risks you might be exposed to. If we uncover something, then we once again provide detailed strategies to help close that gap. AT THE END OF THIS PROCESS, NOT ONLY WILL YOU HAVE A COMPREHENSIVE WEALTH MANAGEMENT STRATEGY IN PLACE, BUT YOU WILL HAVE ADDRESSED TWO OF YOUR MOST IMPORTANT CONCERNS.Specialties: Specialties: Advise, Advising, Consult, Consulting, Consultant, Guaranteed, Stability, Preservation, Protect, Retirement, Income, Safety, Growth, Inflation, Outliving Income, Losing Independence, Burden to Family, Healthcare, Life Insurance, Mutual Funds, Annuities.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Listed skills include Investments, Mutual Funds, Alternative Investments, Strategic Financial Planning, and 17 others.

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  Uc Irvine

  Humanities