1166 Military Rd. Suite B1
At Matson Retirement Planning Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Investment Advisor Representative
Native to Zanesville, Ohio, Steve Matson and his wife Cathy have been married 37 years, have raised three children and enjoy three grandchildren as often as possible. Steve has been assisting clients for over 30 years in the...
Cathy is an important asset to our agency by servicing clients and leading them toward our Financial Peace University classes. She helps coordinate and loves assisting people with their budgeting. Cathy loves seeing the positive change...
As Administrative Assistant, Letitia is involved in maintaining our client records, overseeing our database, keeping our website updated with the latest information, and anything else that makes the office run smoothly. She has a...
Traci has been consulting at Matson Retirement Planning since 2008, helping people make wise financial and tax planning decisions. With a Master’s Degree in Taxation and a Bachelor’s Degree in Accounting, Traci brings her...