Financial Planning
Our Financial Planning Center takes pride in providing comprehensive financial planning services to our clients. We review our clients’ wills, estate plans/trusts, investments, taxes, and insurance. We embrace our role as a fiduciary, always acting in our clients’ best interests. Our comprehensive services integrate all aspects of our clients’ financial pictures in a coordinated effort to provide for a confident retirement and multi-generational wealth.
We offer:
- Risk Management/Insurance Planning
- Beneficiary Review
- Retirement Planning
- Financial Needs Analysis
- Analysis of Current Investments
- Analysis of Present and Future Expenses
- Tax Planning
- Estate Planning
- Asset Allocation
- Asset Protection
- Income Planning
- Investment Management
- Social Security Analysis
Investment Management
At our Financial Planning Center, we believe no two investors are alike. Our investment process is client-focused. We base our process on a personalized approach using multiple investment strategies. Our portfolios are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation. Our investment management strategy is designed based on your long-term investment goals of preserving principal, maximizing income, or accumulating capital.
We serve:
- Individuals
- Employer-Sponsored Pension Plans
- Foundations
- Endowments
- Corporations
We are a provider of WealthGuard™, an incredibly simple, yet powerful, early warning system that monitors all your investment accounts daily, so you can invest with the confidence that there’s a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard™ securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard™ notifies you, your advisor, and your money manager so a specific plan of action may be taken to help protect your accounts while keeping you focused on your long-term investment goals.
And since WealthGuard™ monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.
Tax Planning
Mattson Financial Services, LLC has a strategic partnership with Lakeview Financial Group, LLC. Our firm uses preferred providers for tax planning, preparation, and filing services for our clients. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.
Throughout the year, Lakeview Financial Group, LLC will monitor tax law changes that will affect our clients and recommend tax-savings strategies. Our clients’ income flow is audited to ensure they only pay what they are required to pay and not a penny more.
Based on this strategic partnership, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.
