Team

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:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

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.

Steve Matson

Investment Advisor Representative

740-454-7646

740-454-0394

stephen.matson@cfdinvestments.com

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 Matson

740-454-7646

740-454-0394

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...

Traci Bell

Agent, CPA

740-454-7646

740-453-0394

traci.bell@cfdinvestments.com

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...

Tracy Rector

Office & Marketing Assistant

(740) 454-7646

tracy.rector@cfdinvestments.com

Tracy Rector is joining our team after working in senior health care for many years. She is a graduate of Ohio University and is a Licensed Nursing Home Administrator. Tracy resides in Zanesville with her husband and two boys.