Retire with Confidence
Plan, Prosper, and Protect Your Dreams
OUR PURPOSE
We help business owners and individuals find clarity on your path to retirement success. With so much at stake, we’ll help you make even better choices to build and sustain your financial health and well-being.
If you’re in or near retirement and concerned how long your money will last, you’ve found the right place. Our specialized expertise and proven strategies provide real advantages you need with safety you deserve.
Business Owners
Personal assets, business value, and exit options are examined to give you insight, clarity, and simplified decision-making.
Business Owners & Individuals
Investment, tax, and withdrawal strategies are aligned with your spending, capital conservation, and estate planning goals.
Business Owners & Employees
Plans tailored to your tax, saving, and exit goals; to retain key employees; to teach your people how to build secure futures.
THREE SERVICES ONE FOCUS
Expert guidance to help you plan your future, preserve your lifestyle, and retire with confidence.
Together, the Change We Make will focus on safe ways to protect your dreams.
YOur Advantages
How We Work
Your interests get top priority, never subject to conflicted sales quotas, shareholder interests, or divided loyalties that dilute your wealth. Our true independence is superior to 85%-90% of industry practices.
How We Think
Your goals drive our advice. Stewarding your wealth is our privilege and responsibility. Fee-only transparency and full disclosure ensures you know how every dollar is allocated on your behalf.
How We Deliver
Your plan is crafted with care to fit your needs, entrusted to an owner skilled in helping people make key financial decisions. No boilerplate remedies; no 1-800 menus; all inquiries returned within 24 hours.
With these fiduciary principles we pledge to earn your trust, help you prepare for the road ahead, and to preserve your lifestyle and legacy.
Issues we help you solve
Lifestyle & Security
Target maximum spending to live well; and safely secure your future with the right balance between income, growth, and capital preservation. Our holistic planning integrates tax-wise saving, investment, and withdrawal strategies.
Retirement Readiness
Compliant, cost-effective plan designs for your needs. Owner-focused plans target tax benefits, key employee incentives, and succession planning. Employee-focused plans target financial literacy and education.
Business Succession
We coordinate information with your professional team and identify gaps that could harm your lifestyle and legacy so you can focus on your business. Ensure your wealth is protected and you’re prepared to secure your future.
Our Services
Meet THE TEAM
We help you plan and invest with confidence.
Jerry Matecun, MBA, CBA, AIF®
Founder, President
Jerry started his working life in a family business at age 13. His financial expertise spans over 25 years, serving business owners and individuals.
Mary Boone
Client Services
Mary has more than 10 years of Client Service and adminstrative experience in the financial services industry.
FEATURED Articles
Advice Only a Banker Could Love
Many banks now operate as a one-stop shop for all your financial needs. The convenience factor is seductive. How well does this “all-things, to all-people” boilerplate approach work? This is a tale of a community bank, acquired several times, and now part of a...
When the Message is Clear
I was doing a 401k education and enrollment session at one of the health care clinics I service. One of the attendees was especially attentive and she was taking very detailed notes. After finishing the presentation, she approached me for some more information. “I...
The Simplified 401K Plan Solution
The owners and plan trustees wanted to increase plan participation rates, especially with the younger, lower earning employees who make up most of the workforce. Due to the nature of the business (120 employees in multiple locations) the broker from a large...
“Compound Value is the 8th Wonder of the World,
He who understands it – Earns it;
He who doesn’t – Pays it.”
-Einstein