Broker Check

Client First Experience

The Michael Matheson Team “Client First”
Advice, Guidance and Direction Experience


Our team’s unique “Client First” Experience of Advice, Guidance and Direction is personal and individually tailored to meet your life.  Leveraging insight from Michael’s 25+ years of experience as well as the 80+ years of total team experience make us an invaluable part of our client’s lives.  Our process is defined as:

Advice – Developing the Path

During this step, we review your financial goals and develop a path to serve as a foundation to build from.  A sample of the topics include:

  • Retirement Planning and Retirement Income Planning / Retiree Spend Plan
  • Investment Strategies
  • Elder Care Planning Issues
  • Estate Planning
  • Executive Benefit Planning
  • Business Owner / Closely Held Business Planning
  • Divorce Financial Planning and Consulting
  • Income Tax Planning
  • College Planning
  • Protection Planning including
  • Disability Income Insurance Review
  • Life Insurance Needs Analysis
  • Long Term Care Insurance Needs Analysis


Guidance – Aligning and Implementing / Fiduciary Role

With a path developed, the Guidance step in the process deploys solutions and assigns responsibilities to our client, advisor and the advisor’s team.  As Independent Financial Advisors, the tools available to realign and implement are many and used in line with industry Fiduciary Standards.  A sample of the tools include:

  • Fee Based Asset Management
  • Exchange Traded Funds (ETF)
  • Mutual Funds
  • Common Stock
  • Bonds
  • Unit Investment Trusts (UIT)
  • Alternative Investments
  • Variable Annuities
  • 529 Education Plans
  • Traditional and Roth IRA Plans
  • SEP and SIMPLE IRA Plans for business owners
  • Many Other Small Business Friendly Plans
  • Life, Disability and Long Term Care Insurance Products


Direction – Update and Outlook

With a path established and all areas of your financial life in line with your financial objectives, the Direction portion of the journey includes:

  • Scheduled Update and Outlook Meetings
  • Monitoring progress toward goals
  • Looking forward to the future and measuring the impact of life path changes (retirement, marriage, divorce, empty nest, death, etc.) on your targets and recalibrating if needed
  • Environmental scan – are there changes that will have an impact on your path (i.e. tax law changes, etc.)
  • Unrivaled consistent and reliable service, communication and advice


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