Matthew Russell Email & Phone Number

Clients are always surprised about how I can make complex financial topics sound so easy to understand. In my experience, the real challenge is understanding your big picture goals and identifying the all the pieces to your financial puzzle. Developing a financial plan that is unique to you, that is the easy part. By delivering an approachable plan, I help my clients clarify the path to their goals.I am honored to do this work; I have numerous clients place their trust in me to care for their life savings and I do not take that for granted.I help professionals balance their long-term goals with their day-to-day choices. I help mature couples confirm that their diligent saving has paid off and they can retire with confidence. More importantly, my role is to give clients enough information to make an educated decision on their investment options.Before helping people with their financial plans, I was a Peace Corp Volunteer in Costa Rica. I focused on helping small businesses improve their business practices and teaching computer literacy at the local high school. Upon returning home, I wanted to put my finance degree to good use by helping individuals conquer their financial goals and help them check off everything on their bucket list.In order to help clients more effectively, I pursued an MBA in Investment Management. I believe that one can never stop learning their craft and I am putting what I learned to good use by helping clients navigate life’s big decisions.I tell clients all the time, “It’s your money and your life. I’m just a coach or a guide to help you make your financial decisions. And, my goal is to give you enough information so that you can make an educated decision on how to reach your goals.”It’s very fulfilling to help my clients make good decisions for their goals and individual circumstances. I know I’m successful when money becomes a positive influence in their lives.

Listed skills include Retirement Planning, Fixed Annuities, 401K Options, Bonds, and 15 others.