<p>If you've thought about sitting down with a fiduciary financial advisor, but haven't taken that first step, this episode is for you. This week, Gerald & Laurel discuss their process at Mattson Financial Services as we walk through a typical client scenario, and how the plan takes shape. Ready for that conversation? Connect now at <a href='http://www.MattsonFinancial.com'>www.MattsonFinancial.com</a>. </p>

If you've thought about sitting down with a fiduciary financial advisor, but haven't taken that first step, this episode is for you. This week, Gerald & Laurel discuss their process at Mattson Financial Services as we walk through a typical client scenario, and how the plan takes shape. Ready for that conversation? Connect now at www.MattsonFinancial.com.

<p>If you've thought about sitting down with a fiduciary financial advisor, but haven't taken that first step, this episode is for you. This week, Gerald &amp; Laurel discuss their process at Mattson Financial Services as we walk through a typical client scenario, and how the plan takes shape. Ready for that conversation? Connect now at <a href="http://www.MattsonFinancial.com" rel="noopener noreferrer">www.MattsonFinancial.com</a>.&nbsp;</p>

The Mattson Financial Process

Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!

Share The Mattson Financial Process

Sign up to save your podcasts

The Mattson Financial Process

The Mattson Financial Process