Our wealth management is designed to engineer globally diversified portfolios to maximize return.
It’s never too soon for planning your retirement. See how we can help you get started.
The proper investment strategy can mean everything. Let us help you find the right one.
Without enough income, your assets could deplete too soon. We can help you avoid that.
Set up your appointment to discuss your financial future and get you on the right path to achieving your goals.
See how we can help you!
Who is Retirement Matters, Inc.
Retirement Matters, Inc. is an independent financial advisory firm that specializes in helping clients enjoy a safer and more secure retirement regardless of whether the markets cooperate or not. We accomplish this by helping our clients prepare a personalized retirement plan that includes the following five components:
- ➤ A Retirement INCOME plan
- ➤ A Retirement INVESTMENT plan
- ➤ A Retirement TAX MANAGEMENT plan
- ➤ A Retirement HEALTHCARE plan
- ➤ A Retirement ESTATE plan
Omaha Financial Advisor & President of Retirement Matters
Advisory Services offered through API Financial Advisors. We do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax or any alternative method.Privileged/ Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged, and may be proprietary in nature. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for message of this kind. Opinions, conclusions and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it.