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Matt has completely reorganized our investment strategy based on a thorough, personalized review of our goals and risk strategy. He is detail oriented and totally focused on our needs and wants in retirement. The best thing we have gained is peace of mind in a very troubled financial environment. Plus he is fun to work with and offers tremendous value for what we receive. Look no further than Matt Etzler for a trusted advisor and life/financial planner!Mar 13, 2018
Personal Financial Planning
Matthew responded to my needs quickly and with professionalism.Apr 13, 2019Verified
Matt is very thorough and went above and beyond to help me achieve and exceed my goals. It is a pleasure to work with Matt. He's professional, has attention to detail and is very easy to work with. I highly recommend Matt.Mar 24, 2018
Matt is very easy to work with. He listens to what you want to achieve in your investment and gives helpful advise without being pushy!Mar 13, 2018
Personal Financial PlanningApr 23, 2018Verified
License Type: Tax Preparer (CTEC) (CA)
License Type: Investment Advisor (CA)
- What should the customer know about your pricing (e.g., discounts, fees)?My services are available by the hour, by the project, or on a retainer basis. Unlike most advisors, I do not sell financial products, receive commissions or any other form of conflicted compensation. I also don't charge fees based on a percentage of your assets. I charge a flat fee based on the complexity of your situation, the scope of work to be provided, and the time requirement. Because my fees are customized to your personal situation, it would be irresponsible for me to quote a fee without getting to know you better and what services may be appropriate for you. I offer an introductory consultation for this very purpose.
- What is your typical process for working with a new customer?Entering into an advisory relationship is an important decision that has significant lifelong implications. For this reason, we offer a no-charge, no-obligation introductory consultation. During the introductory consultation, you will have up to 60 minutes to discuss your goals, objectives, and concerns. At the the conclusion of our meeting, if we're in a position to help you and we're a good fit, we'll follow up with a written proposal and next steps. Since we customize the engagement to your needs and requirements, the subsequent course of action will be dependent upon our mutual agreement. Typically, if we are providing comprehensive financial planning services to address multiple goals, objectives and concerns, we continue to meet with you on a two to three week cycle until the point at which you have the answers to your questions and are comfortable with the direction of your plan specific to your goals, objectives, and concerns. This time varies depending on your individual circumstances but in most situations, most people reach this point in anywhere from 30 to 90 days. REAL financial planning is a process, not a destination. Over the course of our ongoing discussions, we will talk through your financial circumstances, attitudes and objectives, counsel you on suitable strategies and develop a course of action that addresses the issues most important to you. By working together, we develop a living, financial framework – one that will help you make shrewd, informed decisions with confidence. If you opt for ongoing services, we offer continuous monitoring and review services in addition to on-call access for questions or issues.
- What education and/or training do you have that relates to your work?For more than 25 years, I have helped to shape the well-being of others by providing seasoned guidance and solutions. I value education as a way to better serve you and have earned the following: - Certified Financial Planner™ (CFP®) - Certified Retirement Counselor® (CRC®) - Chartered Retirement Plans Specialist (CRPS®) - Chartered Federal Employee Benefits Consultant (ChFEBC℠) - Licensed tax advisor Professional Associations: -- Financial Planning Association (FPA) -- National Association of Personal Financial Advisors (NAPFA) -- XY Planning Network (XYPN) -- Financial Therapy Association -- International Foundation for Retirement Education (InFRE) -- National Financial Educators Association -- Western Pension & Benefits Council -- 403(b)wise Advisor Directory