Retirement Matters, Inc.
Retirement Matters best serves clients who want to devote time to understanding how best to prepare for retirement, both emotionally and financially. This is typically an individual five years (or less) from retirement, have a household income of over $200,000, and be consistently saving to increase their net worth.
Retiree clients have over $1,000,000 in investable assets that is managed by Retirement Matters. A typical client will be excited about planning their next steps, looking forward to receiving financial guidance and implementing suggestions, and have saved diligently throughout their career.