Matt Slain

Matt Slain Email and Phone Number

Customized Wealth Strategies | Insurance & Retirement Planning | Business Advisory | Tax-Favored Strategies | Special Needs Planning @ Fortitude Wealth Management
Cleveland, OH, US
Matt Slain's Location
Cleveland, Ohio, United States, United States
Matt Slain's Contact Details

Matt Slain work email

Matt Slain personal email

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About Matt Slain

If you’re a small business owner or have a family (like myself), you're probably thinking about your money situation. No matter if your retirement is a ways off or if it’s just around the corner, you might have questions like:1) Am I making smart decisions with my money?2) How do I protect my business and my family from today’s uncertainties?3) Can my money work harder for me?4) If I want/have kids, how do I fund their education?5) How do I gain an income edge with tax-advantaged strategies?6) How can I free more cash from paying down debt like student loans?7) How can I fully maximize my wealth potential?8) If I have a loved one with special needs, how do I best prepare for their future well-being?You can only get so far with Google and one-size-fits-all advice. At Fortitude Wealth Management, we take clients through an educational-based process that focuses on teaching the stuff we just aren’t taught in schools and walk through best practices when it comes to effectively planning for your future.As a wealth strategist, my commitment is to provide comprehensive, factual financial education as well as strategic planning for individuals who choose to realize their own personal wealth potential. Together, this involves reviewing different products and services that address asset protection, savings, and growth to create an all-encompassing, applicable financial plan. My process is very participatory as it involves you in the fact-finding and decision-making processes. Doing so provides the foundation for an open and trustworthy relationship which is critical for us to help you realize your personal and financial goals. I am also a valued advisor for special-needs planning. It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. My work with special-needs families simplify that process and provide solutions that will give you the confidence you need, knowing your child will not only have a lifetime of care, but with that, quality of life.If you are in need of a new or adjusted wealth strategy, then let’s chat. Whether or not we decide to work together, I am confident that our call will be full of insights and actionable steps that can help you grow financially.Schedule a meeting: https://calendly.com/mattslainmslain@fortitude-wm.com *Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise.

Matt Slain's Current Company Details
Fortitude Wealth Management

Fortitude Wealth Management

View
Customized Wealth Strategies | Insurance & Retirement Planning | Business Advisory | Tax-Favored Strategies | Special Needs Planning
Cleveland, OH, US
Website:
fortitude-wm.com
Employees:
3
Matt Slain Work Experience Details
  • Fortitude Wealth Management
    Fortitude Wealth Management
    Cleveland, Oh, Us
  • Fortitude Wealth Management
    President/Advisor
    Fortitude Wealth Management Jan 2024 - Present
    I’ve been in your shoes, afraid of both the known and unknown. I’ve sat down with professionals recommending unfamiliar strategies, which gave me a questionable feeling. When you own a small business, have a young family, or care for a loved one with special needs, you don’t have the luxury to sift through and interpret complex financial decisions that are incredibly vital yet unfamiliar. When I started my practice, I vowed to take complex strategies, make them relatable, and be available as a resource to those who trust me. My clients don’t leave a meeting without understanding what we are trying to accomplish and having the confidence to execute what we discussed. I have cultivated a team of other professionals to help aid the processes so there aren’t any questions we can’t answer. Over 90% of my new clients come from referrals from current clients because good or bad, I will always shoot straight with them.
  • 1847Financial
    Financial Advisor
    1847Financial Feb 2014 - Present
    Horsham, Pennsylvania, Us
  • Hornor, Townsend & Kent
    Financial Advisor
    Hornor, Townsend & Kent Feb 2014 - Present
    Horsham, Pennsylvania, Us
    LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com. Fortitude Wealth Management and 1847Financial is unaffiliated with HTK. 6520659RG_Apr26

Matt Slain Skills

Investments Retirement Planning Financial Services Mutual Funds Wealth Management Financial Analysis Life Insurance College Funding Strategies

Matt Slain Education Details

  • Bowling Green State University
    Bowling Green State University
    Political Science And Government
  • Cleveland State University
    Cleveland State University
    Public Administration
  • Beachwood High School
    Beachwood High School
  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Services Certifed Professional

Frequently Asked Questions about Matt Slain

What company does Matt Slain work for?

Matt Slain works for Fortitude Wealth Management

What is Matt Slain's role at the current company?

Matt Slain's current role is Customized Wealth Strategies | Insurance & Retirement Planning | Business Advisory | Tax-Favored Strategies | Special Needs Planning.

What is Matt Slain's email address?

Matt Slain's email address is ms****@****ors.com

What schools did Matt Slain attend?

Matt Slain attended Bowling Green State University, Cleveland State University, Beachwood High School, The American College Of Financial Services.

What skills is Matt Slain known for?

Matt Slain has skills like Investments, Retirement Planning, Financial Services, Mutual Funds, Wealth Management, Financial Analysis, Life Insurance, College Funding Strategies.

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