RETIREMENT PLAN SPECIALIST
Matt is a Retirement Plan Specialist focused on designing and optimizing retirement plan solutions for businesses. Providing guidance requires a thorough review of plan design, employee retirement benefits, and consultation with client’s tax advisors to optimize tax benefits. By carefully considering the needs of plan sponsors, as well as consulting record keepers and third-party administrators, Matt develops tailored solutions.
As an American Society of Pension Professionals and Actuaries (ASPPA), Qualified 401(k) Administrator (QKA) and a Chartered Retirement Planning Counselor (CRPC), Matt focuses on providing guidance to both plan sponsors and participants. He carefully navigates a process that balances both fiduciary standards, participant time horizons, and risk tolerances.
A native Floridian, Matt is passionate about retirement planning as well as coaching participants toward achieving long-term financial goals. A graduate of the University of Florida, Matt is an avid runner, occasional marathoner and triathlete, and a dedicated husband and a father of two.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit|
Seacoast Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Are you interested in contacting a local, Florida advisor to discuss your individual financial needs? We’d love to speak with you. Schedule a consultation today.