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Kyle Matthews

Helping Business Owners Find Financial Freedom

As a Financial Advisor, the most important thing is creating a foundation for financial success for all of my clients; through learning their unique financial situation and providing a thorough step by step process. My mission is to bring growth and protection opportunities; to our small business owning clients, corporate clients, and individual investors. Our clients consider my team their “perso

nal CFO.” We coordinate all aspects of their financial lives, including retirement planning, asset management strategies, risk management (life/disability/long term care), estate planning, funding education, premium financing, etc. For our corporate clients and small business owners, we advise them on all different types of benefit programs and qualified plans (defined benefit/contribution), buy/sell agreements, disability buy-outs, premium financing, including executive bonus programs for top employees. What makes us different is we can offer a truly objective platform for our clients needs providing them with a plan tailored to their specific needs.

10/12/2022

Are you one of the millions of people who buy group term life insurance through their employer? If so, there may be a better option! Open enrollment is happening at work soon, so now’s a good time to decide what’s right for you.

10/11/2022

Most business owners have established an emergency fund to weather future challenges, yet 65% say it could only carry the business between four and 12 months. Let me help guide you as a owner.

04/27/2022

Debt is a drag on your finances. Identify your worst debt (hint: it’s probably your credit cards) and limit its use while you pay it down.

04/21/2022

It may be time to have the ‘money talk’ with your parents. Break the ice by opening up about your own financial experiences. They may welcome the conversation.

04/16/2022

Procrastination makes everything harder. For example, waiting to start a savings plan can mean thousands of dollars less when you’re ready to retire. Don’t wait to call me!

04/10/2022

The past few years taught many of us that we can spend less and still have what we need. I can help you reevaluate your monthly expenses.

04/04/2022

I tell all my clients: an emergency fund is critical! It’s a core component of any financial plan and can keep you in the game, especially when adversity strikes. Let’s talk about your preparedness.

03/28/2022

Marc Randolph knows entrepreneurs often face what feel like impossible or unknowable choices. Here are three methods he uses to cut through the noise, and find the best path forward.

03/27/2022

Writing things down doesn’t just help you remember, it makes your mind more efficient by helping you focus on the truly important stuff. And your goals absolutely should qualify as truly important stuff.

03/26/2022

Increase in value of typical U.S. home exceeded median worker income for first time.

03/25/2022

Inflation and tight job markets are forcing the hands of central banks to end an era of ultra-low interest rates. The results will be profound.

03/24/2022

Independent consulting is giving professionals more control over their hours, locations and the type of projects they take on.

Address

1 Pensilvania Plaza
New York, NY

Telephone

+6098479182

Website

facebook.com

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