Hello, and welcome to website on all things about personal financial planning!!!
My Background in Financial Services
My name is Mark Matos. I am a seasoned Senior Wealth Advisor with over 15 years of experience in the financial industry. I have worked with high-net-worth individuals and organizations throughout my career to provide comprehensive financial planning services and consultations.
The goal of this website is to use my experience and expertise to empower people like you. That’s why I created a platform where I can share education on financial planning. I aim to provide you with valuable information. Here you will find information on investments, insurance, estate planning, risk management, a secure retirement, and more.
Reasons Why I Started a Personal Finance Website
- My Passion for financial planning: I want to share a depth of knowledge.
- Desire to help others: I desire to share ideas.
- Commitment to Financial Education: I aim to educate my readers.
- Industry Experience: I have many years of earned practical wisdom.
What I Hope you Get from these Articles
I hope that people will gain the following benefits from these personal finance topics :
- Increased financial knowledge: I hope to provide readers with valuable insights.
- My expertise: I aim to help readers increase their financial awareness.
- Improved financial planning skills: I hope to improve your financial literacy.
- Confidence in financial decision-making: I aim to empower readers.
- Reduced stress and anxiety: I hope to reduce financial stress and anxiety.
- Improved outcomes: I want readers to make informed decisions.
It’s a Journey, and I’m On Your Side
Thank you for taking the time to visit this personal finance website. I look forward to sharing my knowledge and expertise. Don’t hesitate to contact me with any questions or suggestions for future article topics. Let’s work together to achieve better financial education!
Mark Matos, CFP®, CLU®, ChFC®, CAP®
©️ 2023 Mark Matos all rights reserved
IMPORTANT DISCLOSURES
Last updated: November 6, 2023
Standard Disclosure:Advisory Services provided through IC Advisory Services, Inc. – An SEC Registered Investment Advisor. Medley Advisory, LLC. Is not affiliated with IC Advisory Services, Inc Important Disclosures Page:. Click Here The Investment Center: Click Here Form CRS: Click Here The content on markmatos.net is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. This material is for informational purposes only, as of the date indicated, is not complete, and is subject to change. It does not contain any investment advice and does not address any individual facts and circumstances. Any investment involves some degree of risk, and different types of investments involve varying degrees of risk, including loss of principal. It should not be assumed that future performance of any specific investment, strategy or allocation (including those recommended by Mark Matos) will be profitable or equal the corresponding indicated or intended results or performance level(s). Past performance of any security, indices, strategy or allocation may not be indicative of future results. The historical and current information as to rules, laws, guidelines or benefits contained in this document is a summary of information obtained from or prepared by other sources. It has not been independently verified, but was obtained from sources believed to be reliable. Mark Matos does not guarantee the accuracy of this information and does not assume liability for any errors in information obtained from or prepared by these other sources. Mark Matos does not give legal or tax advice. He is not affiliated with a legal or accounting firm, and he does not render legal, accounting or tax advice. You should contact an attorney or CPA if you wish to receive legal, accounting or tax advice. We strive to write accurate and genuine reviews and articles, and all views and opinions expressed are solely those of the authors. Please follow this link for disclaimers