Matrix Private Wealth Solutions, Inc.
www.matrixprivatewealth.comToday, 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 5-7 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 can work with you on all, or a subset of, the following five practice areas, bringing to bear a significant depth of expertise in each: Retirement Planning Estate Planning Tax Planning Wealth Management College Planning Full Terms/Disclosures at http://www.matrixprivatewealth.com/
Read moreToday, 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 5-7 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 can work with you on all, or a subset of, the following five practice areas, bringing to bear a significant depth of expertise in each: Retirement Planning Estate Planning Tax Planning Wealth Management College Planning Full Terms/Disclosures at http://www.matrixprivatewealth.com/
Read moreCountry
State
California
City (Headquarters)
Irvine
Industry
Employees
1-10
Founded
2005
Social
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Vice President Ops and Chief Compliance Officer
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