Our Matson Retirement Planning Team

Steve Matson

Owner/Adviser

740-454-0394

Steve Matson has assisted clients for over 40 years with a faith-based approach, holding a dual license as an Investment Advisor Representative and Broker with Creative Financial Designs Inc./cfd Investments, Inc.

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.

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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.