FINANCIAL PLANNING | RETIREMENT  PLANNING | EDUCATION PLANNING | INVESTMENT ADVISORY

Matt Rettick, whose heart is to help, “take the fear out of finances,”is a veteran of the financial services industry and has gained nationwide recognition since he began his career over 30 years ago. Matt is also the author of two popular books on successful financial strategies, offering readers practical insights into building wealth, preserving assets, and securing a confident retirement. In addition, Matt is an educator and sought-after speaker whose strong roots run deep and wide. His experience stems from founding and running three different financial services companies and has been called, America’s Financial Insider as the former host of the Checks and Balances TV and radio show.

“I’m concerned when I listen to the advice given listeners by some of today’s TV and radio show personalities. Being properly licensed and fully understanding how investment products work and are changing continuously, both for the good and bad, makes for sound advice and appropriate investments. I want to take the fear out of finances and empower people to be proactive now—not after it’s too late. I want men and women of all ages to see opportunities, not dread when facing financial challenges. I want to encourage them, not intimidate them, so I keep things simple and positive.”—Matt

For over three decades Matt has been called upon by his peers to speak, encourage and teach fellow advisors and consumers alike. Mainstream media’s, Nashville’s News Channel 5, NBC’s Today Show, Fox & Friends, Fox Business, MSNBC and others have featured Matt for his up-to-date, light hearted approach to eliminating debt and building strong financial futures. He earned the cover story in Senior Market Advisor and was referred to as the “Man with the Plan.” Matt co-authored his first book Fiscal Fitness: 8 Steps to Wealth and Health from America’s Leaders of Fitness and Finance with the late famed fitness expert, Jack LaLanne. 

His book, All the Rules Have Changed: What You MUST Do to Succeed In The New Financial Reality, sets the bar high for hope and clarity in today’s maze of financial options and market volatility. It’s an easy-to-understand roadmap in gaining financial control and how to succeed in today’s ever-changing, financial reality.

Matt is committed to helping, servicing, and creating public awareness about the financial world we live in with an “insider’s perspective”. “All Americans can gain financial independence with help from someone who has worked in the field and taken the time to think it through. Each of us must do the work, but I love to show them how.”—Matt