Strategizing Together to Have Financial Clarity
I am passionate about helping people make informed decisions in their financial lives. Whether it's life insurance plans or retirement strategies, I love the conversations! I offer personal finance planning to people that have pieces of their puzzle in multiple spots. We work side by side to make a roadmap and bring confidence for the future.
Let me help you answer these common questions:
• How do I make my finances work harder and rest easy with the outcome?
• How can I protect my loved ones in case of an unexpected setback?
• How do I stay on track with my retirement strategy?
• Can I protect my family against the impact of extended care costs?
• How does charitable giving look like for me?
We all have goals. Whether it’s protecting your family’s financial future, ensuring a secure retirement picture, or setting up and running your own business venture, planning can be simplified by meeting with a financial advisor. I truly care about the people I work with. Let’s start by having a meaningful financial conversation.
I work with families, retirees and businesses in and around Green Bay, Wisconsin. Call today to schedule an appointment at 920-965-9090 or reach out by email Julie.Mattek@thrivent.com.