A Certified Financial Planner designee with 20 years of experience. Matt works closely with motivated clients to define, develop, and preserve their financial confidence and personal prosperity. Through a comprehensive planning process, he helps clients develop an investment policy, explore tax planning strategies, determine retirement income needs, and transition wealth to future generations. Matt is also the host of the podcast, Great Points, where he provides financial insights for improving your relationship with money. You can find the podcast at https://open.spotify.com/show/2UYzfVKutHhS9YS3jdZbeS?si=82cea2197214439e.