How We Work
Your interests get top priority, never subject to conflicted sales quotas, shareholder interests, or divided loyalties that dilute your wealth. Our unique structure and true independence is superior to 85%-90% of industry practices.
How We Think
Stewarding your wealth is our privilege and responsibility. We’ll simplify your planning, working in concert with your professional team. Our fees are discussed and disclosed clearly in writing; it’s only right 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 business owners and individuals make key financial decisions. No boilerplate remedies; no 1-800 menus; all client 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.
Compliant, cost-effective plan designs for your needs. Owner-focused plans target tax benefits, key employee incentives, and succession planning. Employee-focused plans target education and retirement readiness.
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.
Gain a clear view of the process to value and fund a shareholder buyout in case a “trigger event” occurs (i.e. death, disability, divorce to name only a few contingent risks). This “pre-nuptial” contract for business owners is vital to get right before a trigger event creates conflict and a lawsuit.
Meet THE TEAM
We help you plan and invest with confidence.
Jerry Matecun, MBA, CBA, AIF®
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 has more than 10 years of Client Service and adminstrative experience in the financial services industry.
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“Compound Value is the 8th Wonder of the World,
He who understands it – Earns it;
He who doesn’t – Pays it.”