Matt Streck
Wealth Management Advisor|CFP®, AEP®, ChFC®, CLU®
Who We Serve
We Specialize in Assisting
Business Owners – Including Family Owned
Pre-Retirement (50+)
Medical Professionals
If you find your finances in disarray, tangled in complexity, or you're navigating through conflicting information related to selling a business, managing taxes, or handling estate matters, we are here to assist you in harmonizing your passion with practicality and gaining financial independence.
Client Testimonial
Matt has been more hands-on than any of my previous advisors, with a personal approach that I really appreciate. He explains things clearly and meets in person whenever possible. When my retirement date moved up, Matt was patient and flexible, quickly adjusting our plans and helping us make informed decisions. As we’ve gotten closer to retirement, he has ramped up communication, providing detailed packets and even introducing us to an attorney. Matt meets with both me and my wife, giving us the numbers and confidence we need to feel secure. His team is always responsive, answering every question with care. Thanks to Matt, we’re in a great position—even saving for a second property for when we’re both retired.
Clients Questions & Concerns
What Should I Do with Conflicting Information?
We provide clear, unbiased advice to help you navigate through conflicting information and make informed decisions.
It's All a Mess. What Should I Do?
We thrive on helping you clean up financial messes and enjoy the intellectual challenge of bringing order to chaos.
How Do We Be “Fair” to Our Family?
We help you balance fairness and practicality in your financial planning.
How Do We Pass On or Sell the Family Business?
We guide you through the complexities of business transition, helping to ensure a smooth process.
It's Really Complicated. How Do I Simplify It?
Whether dealing with selling or transitioning a business, managing taxes, handling estate matters, or navigating generational wealth, we help simplify the complexities.
Should We Pass On or Sell Our Real Estate?
We provide expert advice to help you make informed decisions about your real estate assets.
While fairness is a great ideal, making it a reality in financial planning requires a pragmatic approach. We bring common sense back into the equation, helping you make decisions grounded in practicality. Fairness is an ideal, and achieving it requires practical steps.
Our Philosophy
We draw inspiration from Don Marquis's poem, "The Lesson of the Moth." The poem captures the essence of pursuing what truly brings you joy and fulfillment, even if it means taking risks.
"I do not agree with him; myself, I would rather have half the happiness and twice the longevity, but at the same time I wish there was something I wanted as badly as he wanted to fry himself."
This excerpt resonates with our belief that financial planning isn't just about accumulating wealth but about finding and following your passions. We strive to help you achieve financial security and freedom to pursue what you love, making every day meaningful.
Our goal is to help you wake up every Monday excited about the week ahead, confident in your financial future, and free to choose how you spend your time. Let us guide you on a path that brings joy and fulfillment to every step of your journey.
It’s time to soar without getting burned