Multi-Generational Planning
Bringing family into your retirement strategies.
Every Family Deserves a Legacy
No matter the size or history of your family’s estate, we can help you create or continue a legacy with care and clear directions.
Involving Every Generation
Money talks with your loved ones don’t always have to feel heavy. Communication is key, and the family’s goals become stronger and clearer with the right guidance. As a multi-generational, family-owned business, we understand this ourselves, and we know how to help.
Some companies start with a business plan. Ours started with family.
Gary Mattson built Mattson Financial on a simple belief: Your financial life should be shaped by your family’s goals, dreams, and values — not a one-size-fits-all agenda.
This spirit carries forward through Laurel Steward, Gary’s daughter, who now leads Mattson Financial with the same care and commitment that has helped define the firm from the start. Together, they represent something rare — a family-owned business where experience and fresh perspective work side by side to serve you.
That’s the strength of generations working together.
Multi-Generational Services We Offer
A plan that honors your wishes and carries your financial goals forward.
Keep the people you love informed and prepared. Plan ahead, so no one is left guessing.
Turn a lifetime of saving into a steady, dependable income to support your lifestyle and the family that depends on you.
Pass on more of what you’ve built. We help you move assets to children, grandchildren or causes you love in the most tax-efficient way.
From college tuition to weddings to the moments no one saw coming, we help you plan for the milestones that matter to the next generation.
Your business is a big part of your legacy. We can help you plan the handoff, whether it’s an internal succession or a company sale. We balance personal goals with the future of the company you built.
We don’t draft legal documents, but we work closely with your attorney on wills, trusts and other financial-related legal documents. Together, we keep your beneficiaries, directives and financial plans aligned to avoid unnecessary court proceedings.
Preserve what matters most for the people who matter most. We help you use insurance and other tools to shield your family from the unexpected.
One family. One shared future. We build an investment approach that considers every generation and the goals you share.
Health changes are part of the story. We help you prepare for care costs, so a medical surprise doesn’t disrupt the plan your family has made.
Your Family Deserves a Plan. Let’s Build One Together.
The team at Mattson Financial is here for a retirement conversation. Let’s talk about both opportunities and concerns for your family finances.