Our Process


t The Matrix Financial Group, our mission is to help you make sound financial decisions and provide you with a better opportunity to reach your financial goals. With offices in Boca Raton, Florida, our clients, who include retirees, near-retirees, business owners, professionals and anyone with the desire to improve their financial position, are spread throughout the United States.

Our process starts with us listening and learning about what is important to you. We know the key to helping you make the most of your retirement years is to understand the things in life that are most important to you. We then help you identify your goals and share with you as much information as we can to help you make sound, educated financial decisions. Next, we design a tailored financial plan that meets your individual needs.

And, most importantly, we continue to work with you on a regular basis to make sure your plan continues to meet your needs and is on track to help you reach your financial goals.

Whether it is helping you to accumulate wealth for retirement, create a plan for consistent cash flow in retirement, provide protection against the potential for financial devastation caused by death, disability or long-term care needs, create a legacy for children and grandchildren, or provide long-term security for your family, business or community, we will work with you to help you implement a comprehensive strategy that is right for you.

Since we are independently-owned and not tied to any one company, product or provider, we can guide you according to the priorities you have established and then tailor and integrate the right strategies and tools for each phase of your financial life.


What does it cost to meet with you?

There is never any cost to meet. If you choose to implement any of the ideas we recommend, our compensation can be structured in a variety of ways. But, you do not pay to meet with us.

If I have a broker, is it still worthwhile to meet with you?

Yes, it is. There are significant differences between working with a stock broker and a CERTIFIED FINANCIAL PLANNER™. A broker’s primary function is to handle stock and bond transactions for you. A CERTIFIED FINANCIAL PLANNER™ will analyze your current situation to determine whether your portfolio will allow you to continue to maintain your lifestyle as well as meet your financial goals in the most effective manner. Your CFP® will help you develop an overall strategy, which may include making adjustments to your portfolio, implementing life insurance or long-term care insurance to protect your assets or estate tax planning to leave more to your heirs and less to the IRS.

How will you work with me to help me achieve my financial goals?

First, we take the time to meet with you to learn your financial needs and goals. We then help you design a strategy that will help you achieve your objectives. We will discuss your options with you and assist you in deciding which products you feel most comfortable implementing within the strategy. We can handle any necessary transactions for you and meet with you periodically to review and assess your accounts. It is important to keep in mind your needs and goals will probably change over the years and unexpected events are certain to occur. Understanding this, we make it our business to maintain our relationship with you so we can be aware of these changes and assist you in making adjustments.

If I’m not sure I’m ready to make changes and I don’t want to waste your time, do you still want to meet with me?

Yes. We cannot expect you to know whether you want to make changes until you see the options presented to you. And, remember, there is no cost to meet with us.

No one can predict the future so planning for twenty-five, even thirty, years can be overwhelming. Working with a financial professional you can trust and having a financial strategy can help you find the answers to your questions. A CERTIFIED FINANCIAL PLANNER™ and a well-developed strategy, which includes goals and action steps, can give you the stability you need when life takes unexpected turns.

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