We are the Matrix Financial Group
The Matrix Financial Group provides comprehensive financial planning services, including estate planning; life, disability and long-term care insurance; and investments including annuities, mutual funds, exchange traded funds, stocks and bonds.
Our 10 Core Beliefs
There are 10 core beliefs that we use to guide us in all our daily business dealings and interactions with our clients.
We serve individuals and families utilizing holistic financial planning solutions, such as our unique ARC process.
We work diligently with you to create strategies designed to meet the specific financial needs of your business and its owners.
In times like these, it is good to remember that there have always been times like these.
We cannot solve problems using the same kind of thinking we used when we created them.
The right answer to the wrong question is typically the wrong answer.
What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.