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About Us

We work to give our clients peace of mind and a clear plan for their future. Our goal is to help people prepare for the risks they face in retirement: Sequence of return risk, tax risk, longevity risk and long-term care risk. This also includes helping navigate Medicare options.


Michael J Matta, CLU ChFC CASL RICP

A Chartered Life Underwriter® (CLU®) is a financial professional with extensive knowledge of life insurance. In most states, a CLU® designation exempts you from pre-licensing education and underwriting certification requirements. This means a CLU® has obtained a level of life insurance expertise that exceeds basic life insurance underwriting requirements.


A Chartered Financial Consultant (ChFC) is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience.


A Chartered Advisor for Senior Living (CASL) is a professional designation for individuals whose advice helps older clients achieve financial security.


A Retirement Income Certified Professional (RICP) is a financial professional who specializes in retirement income planning.


Elite (POZ) Power of Zero Advisor


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