Method To My Money

Matt set out to establish a platform where he could provide expert financial advice for FREE to people who need it.

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Method to My Money

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From the source: 

Matt approaches his role as that of a financial guide — endeavoring to direct his clients toward their stated financial goals while helping them avoid unnecessary risks along the way. A wealth planner with experience in financial services since 2002, Matt joined Cannon Wealth Management Services in 2012.

He holds Series 7 and 66 securities licenses through LPL Financial, as well as life, health and long-term care insurance licenses. He is a Chartered Financial Consultant® and a CERTIFIED FINANCIAL PLANNER® professional, specializing in retirement planning and investment portfolio management.

As a fee-based, wealth manager, Matt places his clients’ financial goals first. He does not recommend any proprietary investment vehicles, but impartially shops the industry for what he believes to be the best investments and/or risk-reduction tools for each client’s unique situation. In his spare time, he enjoys serving on the board of the Center for Smart Financial Choices, blogging, teaching financial literacy classes, and spending time with his children.

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