Matthew Lincoln (CFP®, EA)
Matthew Lincoln focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- College/Education Planning
- ExPat and Cross Border Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- Business Owners
- Charitable Giving
- College/Education Planning
- ExPat and Cross Border Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
Planning Specialties
Tax planning. Independent contractors. Military. Musicians. Families. Pre-Retiries and Retires.Additional Information
Matthew is a formed high school math teacher that specializes in educating his clients in how to utilize tax planning with financial planning to understand where they are now and where they could go in the future.NAPFA Start Date
July 13, 2022