Discover the value of Flat-Fee Financial Planning
From my clients:
“It’s been a pleasure working with Matt. He is very good at listening and has an ability to identify investment temperaments and goals. We appreciate that there is never any pressure or urgency in making decisions, we always feel completely in control.”
“I provided the requested information and Matt provided me with accurate detailed conclusions as to my retirement readiness. What was even more valuable was that Matt was able to perform some personal what-if scenarios for me. To me this was well worth the cost and effort.”
“Finding someone open, knowledgeable and trustworthy is key. We have found those qualities in Matt. He is genuinely interested in achieving the BEST for our particular situation and has guided us on questions relating to pensions, insurance, estate matters and investments.”
“I needed to find an independent assessment of our finances, someone who would understand the independent investor. Matt Poyner provided that service to us, he gave us many different pension scenarios and went over and above to answer our questions.”
“I found the exercise fulfilling while illuminating the path forward. There were easy-to-read, tailor-made charts with concise answers to basic retirement questions that were very helpful. The guesswork was taken out of the planning process for me.”
“Matt has offered expert and unbiased advice that has been tailored to our unique needs. In particular, we appreciate the emphasis he puts on education to guide us through the process rather than simply telling us what to do.”