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.

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With these fiduciary principles we pledge to earn your trust, help you prepare for the road ahead, and to preserve your lifestyle and legacy.

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Business & Personal Financial Insights

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

Plan and Invest to Make Your Money Last 

No Hype, No Gimmicks, No Hidden Agenda

The Difference Matters

Meet THE TEAM

We help you plan and invest with confidence.

Jerry Matecun, MBA, CBA, AIF®
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
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...

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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...

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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.”

-Einstein