Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Planning

At Financial Matters we will look at your long term and short-term objectives to achieve the best investment strategy to reach your goals. We will help you develop a financial plan that will meet your future expectations.

Retirement Plans
401(k) Planning
403(b) Planning
College Plans

Insurance

Insurance is a form of protection from financial loss. Financial Matters would like to help you prepare the best we can from a financial point of view from any loss that might take place in your life. We offer many different types of products to meet those needs.

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Fixed and Indexed Annuities
Group Health Insurance,
Group Dental
Group Vision
Medicare Supplements
Group Life Insurance

Investment

At Financial Matters we offer a wide range of investments. We are an independent agent. LPL Financial is our Broker/Dealer. Brian utilizes multiple different companies for investments. The choices he makes are based on his clients wants and needs.

Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Variable Annuity
Managed Accounts
Mutual Funds

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tricia.reppart@lpl.com | (419) 674-4527