Advice that Matters
to Retire with Confidence
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. Transparent, fee-only, full disclosure. You deserve to 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, prepare for the road ahead, and help 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 financial literacy and education.
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.
at your Service!
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.
Get the right protection for your needs, whether Medicare, long-term care, or life insurance. We don't sell insurance, but help you find the right policy for your needs without the commission-driven, sales gimmicks that often accompany insurance sales. We insist on full transparency from insurance providers. Count on it.
Meet THE TEAM
We help you plan and invest with confidence.
Jerry Matecun, MBA, AIF®, CRPC®
Jerry started his working life in a family business at age 13. His financial expertise spans over 25 years, serving business owners and individuals.
Client & Administration Services
Lisa has over 25 years of client service, administrative, and operational experience in the financial services industry.
The famed economist John Maynard Keynes once quipped: “The market can remain irrational longer than you can remain solvent.” Or employed. Or happily married. It’s easy to get complacent when we watch our account balance increase during the great melt up over the past...
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...
Avoiding Bad Luck with Rebalancing It’s easy to be complacent as our account balances have risen over the past twelve years. The record fast market decline from COVID was offset by an equally fast recuperation, driven by large doses of fiscal and monetary stimulation....
“Compound Value is the 8th Wonder of the World,
He who understands it – Earns it;
He who doesn’t – Pays it.”