How does MATSON FINANCIAL GROUP, INC. help clients – Key Takeaways:
MATSON FINANCIAL GROUP, INC. is dedicated to providing comprehensive financial planning and wealth management services to its clients. With expert financial advisors and a commitment to personalized service, the firm helps clients achieve their financial goals and build long-lasting wealth.
Key takeaways from the firm’s approach to client service include:
- Holistic financial planning – MATSON FINANCIAL GROUP, INC. takes a comprehensive approach to financial planning, considering all aspects of a client’s financial life and creating a tailored plan to help them achieve their goals.
- Highly qualified advisors – The firm’s financial advisors are highly qualified and experienced, with in-depth knowledge of the financial industry and a commitment to ongoing education and training.
- Personalized service – MATSON FINANCIAL GROUP, INC. understands that every client’s financial situation is unique, and as such, provides personalized service and tailored solutions to meet their specific needs.
Facts and Insights
As of 2021, MATSON FINANCIAL GROUP, INC. has over $500 million in assets under management, and its team of advisors has over 100 years of combined experience in the financial industry. The firm works primarily with high-net-worth individuals and families, as well as small business owners, providing them with a range of financial planning and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 1996 |
|---|---|
| Number of Advisors: | 10 |
| Assets Under Management: | $500 million |
Financial Services Offered
MATSON FINANCIAL GROUP, INC. offers a comprehensive range of financial services to help clients achieve their financial goals and build long-term wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Small business planning
Client Types
The firm primarily serves high-net-worth individuals and families, as well as small business owners. MATSON FINANCIAL GROUP, INC. understands that each client’s financial situation is unique, and as such, provides tailored solutions to meet their specific needs and goals.
Fees & Compensation
MATSON FINANCIAL GROUP, INC. is a fee-only firm, meaning its advisors are compensated solely through client fees. This ensures that the firm’s recommendations are always in the best interest of the client and not influenced by commissions or incentives.
Background
MATSON FINANCIAL GROUP, INC. was founded in 1996 by John Matson, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. The firm has since grown to include a team of experienced advisors and has become a trusted name in the industry, known for its commitment to personalized service and comprehensive financial planning.
Financial Advisor Disclosures to Know
As a fiduciary, MATSON FINANCIAL GROUP, INC. is committed to acting in the best interest of its clients at all times. The firm has a clean disciplinary record, with no disclosures reported on its Form ADV.