Build the Life
You Want to Live
Dream and Plan Your Financial Future
Getting You To and Through Retirement
Your career and retirement years are unique and personal — but you don’t have to figure it out alone. At Mattson Financial, we respect your ongoing journey and are here to help.
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Working for West Michigan
We are an independent, locally owned family business serving the financial needs of all backgrounds, industries and walks of life in our great communities! We take pride in doing business the way we live life — through building strong person-to-person relationships.
Professional Services
– With Heart
Generations of experience. Modern innovation. A culture of care. Mattson Financial brings everything together to offer you everything you need. Using our exclusive Mattson Map experience, we create custom wealth and health strategies.
We Serve:
Pre-Retired
Pre-Retired
Pre-Retired
The transition from working years to retirement lifestyle. We help pre-retirees navigate the complexities of retirement planning and distribution, ensuring your hard-earned savings work for you.
Retired
Retired
Retired
We can always offer a second opinion on what you have in retirement. We help make sure you are optimized for all key areas ahead.
Individuals
Individuals
Individuals
Single. Widowed. Divorced. Whether you're starting fresh, rebuilding or planning ahead, we provide personalized strategies to help you thrive independently.
Young Professionsals
Young Professionals
Young Professionals
Turning ambition into action. We empower young professionals to build a strong financial foundation so you can focus on achieving your dreams.
Families
Families
Families
Protect what matters most. Generational planning, from saving for college and weddings to life's unexpected moments, we help families create plans for you and your loved ones now, in the future, and in legacy.
Business Owners
Business Owners
Business Owners
Your business is your legacy. We offer tailored financial strategies to help business owners balance personal and professional goals.
Meet Your Money Mentors
We keep you informed about today's money world and how it can affect your retirement!
WATCH
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners, of Mattson Financial Services, LLC is stated or implied. "Money Mentors” is a paid advertisement.
Our Book on Retirement — Get Your Copy!
Written by our founder, Gary Mattson, this book will help you learn more about retirement planning. The different solutions can be complex and even confusing — this book breaks them down in ways that are clear and easy to understand.
What Your Parents Never Told You About Money
Fill out the form below to read the first chapter!
Take the Next Step
Your financial future can begin with a single conversation. Contact Mattson Financial Services to schedule a first meeting and talk about what's next for the retirement lifestyle you want to live.
