My team and I will work hard to ensure you feel informed, confident and in control throughout our journey together, and we will always focus on providing you with exceptional service.
We work with a select group of individuals, families and business owners to ensure everyone receives the personalized service they deserve. Our goal is not to see how big we can get, but to see how small we can stay. This allows us to cater to each set of client needs, and partner with our clients through frequent communication with their professional team, including CPAs and estate attorneys.
We believe in educating our clients along the way. "Do I have enough money to retire? Do I have a clear picture of all expenses I may incur? Do I have a clear set of financial goals?" - These are all questions that many of our clients have, and I will make sure you have a clear understanding of the components of your financial strategy and progress toward your goals so you always know where you stand. Additionally, I will keep you informed of any periods of market volatility so we can make adjustments along the way if needed.
I first talk over the phone with potential clients to gather as much information as possible to determine what value my team and I could add and if we are the right fit. Then using the processes we already have in place, we begin the journey together.
On a more personal note, I live in Vicksburg with my wife, Megan, and our four daughters: Harper, Perry, Mara and Zoe. We also have a wonderful dog who acts like a cat, named Jack. I enjoy living in the community where I work. My branch office administrators, Debbie Dobberteen and Christine Butcher, and their families, also call Vicksburg home.
- Wealth Strategies
- Retirement Income Strategies
- Employee Stock Options
- Entrepreneurs & Business Owners
- Intergenerational Planning
Office Address120 S Main Street
Vicksburg, MI 49097 opens in a new window
Phone NumberMatthew Bolton at (269) 649-2463
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
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