Matt Slain Email & Phone Number

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.

Listed skills include Investments, Retirement Planning, Financial Services, Mutual Funds, and 4 others.