Matson Retirement Planning

We are a faith-based financial planning business that helps nurse practitioners, teachers/state employees, and manufacturing employees develop a plan for retirement using our Retirement Roadmap Process. We don't "sell" using slick sales presentations or push you into products based on commissions. Each client is unique and you are in the driver's seat based on your goals, risk tolerance, and concerns. Overall retirement planning is not just investing; it's using a big picture approach. Our discussions range from budgeting, setting up emergency funds, & 401K, to managed accounts and tax strategies. We can assist with legal document referrals and life insurance products, and even referrals for end-of-life planning. Matson Retirement Planning Services has been serving clients for over forty years in Southeast Ohio and beyond. We have a commitment to give back to our community through our Good Deeds Service Club sets us apart. We strive to be your one-stop resource for all things related to finances and retirement planning and do it with a Faith-based and community driven approach. Ready to start your Retirement Roadmap? Contact us to set up your fact-finding call today at (740) 454-7646. Advisory services are provided through Creative Financial Designs, Inc, Registered Investment Advisor, and Securities are offered through CFD Investments, Inc, a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765)453-9600. Matson Retirement Planning is not owned or affiliated with the cfd companies.