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The Millennial’s Guide to Retirement Planning
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Matthew LaCroix's mission is to help his clients articulate what they value most and inspire them to make financial decisions in alignment with those values.
When Matt meets with you, he will take you through a process designed to help you dream courageously about what you want to accomplish personally, professionally and financially. Typically the discussion includes your wealth accumulation solutions for retirement, your investment solutions, insurance needs, estate analysis, and education funding. Matt will offer you solutions to help you bridge the gap between your current financial reality and your intentions.
When you become a client, Matthew LaCroix and his team will monitor your progress to make sure that you are on track for accomplishing your goals. The reason people fail financially or otherwise are procrastination, lack of vision, and lack of preparation.
Matthew LaCroix works extensively with highly successful professionals, attorneys and business owners. His typical client is 30-66 year old, loves his/her family, and is fun to be around.
Children´s Guide to Handling Money Wisely: Matthew LaCroix would like to introduce you to a website sponsored by Northwestern Mutual Financial Network that is designed for a very important group of people in our lives . . . our children! Learning to handle money wisely is a lesson that desperately needs to be learned at a young age. Our kids, grandkids, nieces, and nephews are the ones that will be shaping our world in the near future!
Click here to visit the site.
The Living Benefit of Whole Life Insurance.
5 Ways To Make Your Money Work For You
Help Protect Your Paycheck
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4