Retirement Planning Solutions for Business Owners & Individuals over 50

Joe's Picture

Joe is the Senior Financial Planner & Owner of Matthews + Associates, a premiere retirement planning firm in Peterborough, ON, Canada.

As a CFP Professional, Joe & the team at Matthews + Associates help people over age 50 achieve True Wealth.

Matthews + Associates has implemented the Strategy Session as the first step in our process. This was designed to provide you with immediate value before committing to a comprehensive planning engagement or ongoing relationship.

Your strategy session will start diving right into your critical retirement questions, such as:

  • Can I afford to retire?

  • How do I avoid getting killed in taxes?

  • Can I eliminate or reduce any threats to my retirement?; and

  • Can my portfolio be improved?

Start by booking a call to learn more about the Strategy Session, and to ensure our expertise matches your situation.

We believe True Wealth is attained through securing your financial freedom so that you can spend time doing the things you love with the people you love while creating future opportunities for the next generation.