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Financial Planning Services

Selecting the right financial advisor to establish your retirement and estate planning needs is one of the most important decisions you will ever make.  You will want experience and a good long track record that is trusted in the local community.  There are many big corporate options in our community, but we can offer something different.  We don't "sell" using slick sales presentations or push you into products based on commissions.  Each client that meets with us is unique and you are in the driver's seat based on your goals, risk tolerance, and concerns. 

Overall retirement planning is not just investing; it's using a big picture approach.  Our discussions range from budgeting, setting up emergency funds, & 401K, to managed accounts and tax strategies. We can also help with legal document referrals and life insurance products, and even referrals for end-of-life planning. We aim to be your one resource for all things retirement and financial planning.  

Ask us about our special planning programs for Nurse Practitioners and Teachers/State Employees.

Matson Retirement Planning Services has been serving clients for over forty years.   Please call us to start your journey at (740) 454-7646.     Local.  Experienced.  Faith-Based.  Trusted.

The Retirement Roadmap Process

The Retirement Roadmap Process

We assess where your are, where you want to be, and develop & implement a plan to get there.