Matthew Seib

Background

About Matthew Seib

I help my clients by - Working with them to understand what their goals are and develop a financial roadmap - Helping create strategies to reduce taxes they owe - Making sure they are taking advantage of the workplace benefit packages they are eligible for - Ensure that assets are properly invested How we will work together: 1.) Initial Call - This will help me understand your situation and make sure that we would be a good fit to work together. 2.) Initial Appointment - Our first appointment will allow us to dig deeper into our short, medium, and long term goals. 3.) Action Plan Appointment - Here we will go over our financial roadmap to achieve your financial goals 4.) Annual Review - At minimum, we will check-in on our goals to make sure we are on track and make adjustments as necessary My career has focused on building and supporting efficient, high-performing teams. It started in college athletics, competing for championships and supporting highly driven student-athletes in the classroom. In the staffing industry, I helped managers build IT teams for both small businesses and enterprise organizations. Now, I team with clients to help secure their financial futures. I help clients solve financial problems and create the most efficient roadmap to their retirement. Each situation is unique and requires careful consideration to make sure your hard earned income is working appropriately! I'm passionate about problem-solving and thrive on the opportunity to work with people to achieve their short and long-term goals. I'm dedicated to making a positive impact to my clients and my community through strategic and thoughtful collaboration. When I'm not working, I enjoy staying active through running and playing soccer. My wife, Elizabeth, and I have a passion for the outdoors and love getting out for hikes with our Australian Shepherd, For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see