Services Overview

Retirement-Page-First-Paragraph-Image-to-the-rightToday, retirement planning is much more complex than it was 30 years ago. People retiring 30 years ago expected to do so at age 65 and live, on average, only 7-10 years in retirement. Today, 67% of people are retiring before the age of 65 and 35% before the age of 60; and they are living longer. That means you could be living in retirement for 30 to 40 years.

As your financial advisor, we will work with you to ensure that you won’t be one of those people who didn’t realize they’ve gone wrong, until it’s too late to fix it.

We, along with our network of highly qualified professionals, can work with you on all, or a subset of, the following five practices areas. Together we bring a significant depth of experience to bear, and the ability to coordinate and optimize how each of these pieces work together.

Each practice area is applied with constant awareness of the potential impact on all of the other aspects of your financial, and emotional, well-being. Even if you approach Matrix Private Wealth Solutions wanting assistance with one aspect of your financial life. We would be pleased to assess and provide counsel on the other areas of your plan so that our probability of success are as high as possible. We will assess and provide counsel on the other areas of your plan so that your probability of success, are as strong as possible.

Given market volatility and the low returns in the markets since 2000, comprehensive planning is much more important, and much more difficult, than at any time in the past.

Comprehensive financial planning today is like a puzzle; it requires that all of the pieces of your financial life be designed to fit well together.  The word “holistically” comes closest to describing how Matrix Private Wealth Solutions will approach serving you as a client.

When properly designed and executed, holistic planning covers the entire spectrum of financial situations for our clients at nearly every level of economic standing. To realize the best planning results, and to incorporate a wide spectrum of life’s unexpected changes and hurdles,

Matrix Private Wealth Solutions meticulously integrates all of our practice areas into complete and financial strategies for our clients’ well-being.

Using Monte Carole Simulations we can “simulate” a wide range of possible future market conditions, taxes, inflation, health care costs, and even social security. This allows us to stress test your portfolio in order to optimize your comprehensive plan to achieve the best results for you. Doing so will help you to deal with these variables while you still have the financial flexibility and time to do so.

We factor in many things that most advisors do not, like inflation, the ‘Sequence of Returns’ risk, drawdowns, and Bear Market risk. But most importantly, we make sure that the plan does not fail when the primary income earner, and often the financial decision maker, dies either while still working or even years into retirement.

Too many households are left in financial disarray when the primary income earner passes … And those that aren’t left in financial disarray, all of a sudden find someone inexperienced at managing money thrust into the role of managing the family’s wealth, often for the first time in their lives. This can be a particularly daunting and frightening task if that someone is an elderly spouse.

Call Us At  888-236-1739