Matthew Taub

Background

About Matthew Taub

After 7 years in the financial industry, I launched my own Registered Investment Advisory, Taub Investment Planning Services LLC. I did this to help investors, executives, business owners, and other successful individuals accumulating wealth during their working life, and also to help the roughly Americans retiring or approaching retirement each day. The majority of successful business owners, entrepreneurs, and executives have not been adequately explained their status as accredited investors, and the commensurate financial structures available to them that can provide more robust returns for less overall volatility. The majority of retirees or near-retirees have their nest egg in a workplace retirement plan, plus equity in their home (and maybe a few other investments here or there), with little guidance on how to maximize their savings or make their money last. For both successful workers and retirees, most have not had the opportunity to work with a financial expert: someone truly engaged in understanding their specific circumstances, and able to offer a range of solutions, explaining the benefits and drawbacks of each strategy. Someone competent-not someone simply trying to pitch them a product or service. We work with clients across the country and pride ourselves on a fully virtual practice. Initial meetings start with a phone call or zoom, and from there we are usually sharing data via a secure electronic portal. I genuinely enjoy surprising people when they realize the level of service they can receive. You deserve someone who can educate you on concepts and opportunities no one is currently communicating to you, who is punctual and responsive, who is empathetic, and who can act impartially and professionally. I encourage you to meet with me to experience this for yourself. I look forward to meeting you.