Matrix Financial Group
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  • About Us
    • Our Process
    • Our Team
    • Our 10 Core Beliefs
  • Personal Planning
    • Insurance Planning
      • Life Assurance 360
      • Underwriting Advocacy
      • Policy Management
      • Life Settlements
    • Retirement Planning
      • Achieving Retirement Clarity
      • Retirement Income Survival Kit
    • Asset Management
    • Legacy Planning
    • Other Services
  • Business Planning
    • Business Financial Planning
    • Qualified Employee Retirement Plans
    • Executive Compensation Plans
    • Business Succession Planning
  • Professional Partnerships
  • Resources
    • Articles
    • Insights and Intelligence
    • Library
  • Contact Us

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  • The Matrix Financial Group
  • 7284 W. Palmetto Park Rd, Suite 206
    Boca Raton, Florida 33433
  • (561) 394-3040
  • info@matrix.mystagingwebsite.com
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
Securities Offered Through ValMark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Drive, Akron, Ohio 44333-2431 800-765-5201. The Matrix Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
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FINRA BROKER CHECK

NOTICE TO NEW YORK INSURANCE AND ANNUITY CONTRACT HOLDERS

On, April 15, 2020, the New York Department of Financial Services (DFS) published an emergency regulation concerning the deferral of premium payments for both life insurance and annuity contracts.
  • The model DFS policyholder notice is available on the DFS’s website at this link: NY Model Policyholder Notice
  • Additional guidance is available on the DFS’s website at this link: Additional DFS Guidance