How does the advisor help clients – Key Takeaways:
Mattson Financial Services, LLC is a leading financial advisor firm that provides expert financial guidance to individuals, families, and businesses. The firm’s mission is to help clients reach their financial goals and secure a successful future.
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services including retirement planning, tax planning, and insurance planning
- Works closely with clients to understand their unique needs and goals
- Utilizes a personalized approach to create customized financial strategies
- Emphasizes on educating clients and empowering them to make informed financial decisions
Facts and Insights
Mattson Financial Services, LLC has been in business for over 20 years and has helped numerous clients achieve financial success. The firm is known for its comprehensive and holistic approach to financial planning, as well as its commitment to providing exceptional client service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
Mattson Financial Services, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Retirement planning
- Tax planning
- Investment management
- Estate planning
- Insurance planning
- Education planning
- Debt management
- Social Security planning
Client Types
Mattson Financial Services, LLC works with a variety of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Retirees
- Executives and professionals
Fees & Compensation
Mattson Financial Services, LLC is a fee-based firm, which means that the firm’s advisors are compensated based on a percentage of the assets they manage for their clients. This structure aligns the interests of the firm with those of its clients, as the firm’s advisors are motivated to help their clients grow their investments.
In addition, the firm may also receive commissions from the sale of insurance products, but these are fully disclosed to clients. The firm is committed to transparent and ethical business practices, and strives to provide the best value for its clients.
Background
Mattson Financial Services, LLC was founded in 2000 by John Mattson, a highly experienced and qualified financial advisor. With a Bachelor’s degree in Financial Planning and an MBA in Finance, John has over 30 years of experience in the financial industry. He also holds several prestigious financial certifications, including Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®).
Financial Advisor Disclosures to Know
As a registered investment advisor, Mattson Financial Services, LLC is regulated by the Securities and Exchange Commission (SEC) and is required to make certain disclosures. Some important disclosures to be aware of include:
- The firm has no disciplinary history
- The firm does not have any legal or civil actions against it
- The firm does not have any regulatory actions against it
- The firm has no customer complaints or arbitrations on record
Additionally, the firm’s code of ethics and business continuity plan are available to clients upon request.