Helping You Plan and Invest
To Build & Protect Your Wealth
OUR PURPOSE
Compound Value helps business owners and individuals make effective retirement planning choices, vital to make your money last. Tax, investment, and withdrawal options can be complex and confusing.
We simplify your choices, help you understand them, and design the right plan for your goals.
For Business Owners
Retirement readiness includes personal assets, business equity, and succession plans. We’ll coordinate information and weigh risks with your entire advisory team.
For Owners or Individuals
We’ll assess risks and tax-efficiency to ensure withdrawals safely maintain spending goals, meet estate planning needs, and conserve capital.
Retirement Plans
Accelerate an owner’s personal tax & saving benefits, facilitate key employee retention & succession planning, and we educate your people on key financial literacy topics.
Three Services – One Core Value Proposition:
To give you confidence your money is working smarter
and lasting longer for your financial health and well-being.
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 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.
Retirement Plans
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.
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
The Conflicted Sale
A referral from a trusted adviser like one’s CPA usually helps to take some risk out of the selection decision. However, just because a CPA works with numbers and is tax savvy doesn’t mean they are fully aware of the investment landscape nor motives that may work...
Big-Brand Boilerplate Solution
Think having a big brand name financial adviser gives you safety, more resources, and a better outcome for your investment dollars? This set of facts below looks at the reality of big company business models driven by their profit seeking motive at the expense of the...
Financial 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. To what outcome this “all-things, to all-people” boilerplate approach? This is a tale of a community bank, acquired several times, and now part of a publicly...
“Compound Value is the 8th Wonder of the World,
He who understands it – Earns it;
He who doesn’t – Pays it.”
-Einstein