About

Free Retirement Kit

Request our Retirement Kit that addresses several topics you should consider when planning your retirement.

About our Firm

Mattix Wealth Management is an Investment Advisory Firm with a Fiduciary duty to act in the best interests of our clients.

At Mattix Wealth, we are committed to our clients. Our process is devoted to building relationships. We focus on the details. We develop and design comprehensive financial planning strategies, creating personalized retirement plan solutions, one family at a time.

Our business philosophy is to continually strive for constant improvement in all aspects of our business. Dedication, collaboration, stewardship and continued growth through excellent client service: These are the pillars on which this organization will continue to build.

What We Do

At Mattix Wealth, we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. We pride ourselves on developing thorough, written retirement plans and micromanaging every aspect of your retirement, so that you can rest easy, knowing that your assets are protected and you will have enough money to last the rest of your life.

We believe to have a sound financial house, you need a solid foundation. That’s where we come in.  We’ve designed a customizable Financial BluePrint; a comprehensive, in-depth analysis geared for your retirement goals.

Our Retirement BluePrint process is designed to help our clients achieve simplicity and confidence during your retirement years.  It’s focused around 5 key areas of your current financial plan.

Our Process

Our Retirement BluePrint process is designed to help our clients achieve simplicity and confidence during your retirement years.  It’s focused around 5 key areas of your current financial plan.

1. INCOME PLANNING

On Your Financial BluePrint, we’ll evaluate your current income situation and expenses to ensure they are sustainable for your life. Next, we’ll make sure that we have maximized your social security, looked into your pension options and decisions, planned for a pre-mature death of a spouse, inflation, and other considerations that are critical for your income plan..

2. INVESTMENT PLANNING

Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals. By being an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which means we can offer a universe of funds and equities to create cost-efficient and high quality portfolios.

3. TAX PLANNING

The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability whether it is income taxes, capital gain taxes, or estate taxes and develop strategies to minimize the taxes you pay during your retirement, as well as when passing on your wealth to the next generation.

4. HEALTH CARE PLANNING

Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare, on Medicare, or concerned about the high costs of Long-Term Care, we take the time to ensure that you know your options, and create a plan that matches your health and budget.

5. LEGACY PLANNING

By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.

Meet Brad Mattix

Brad Mattix is an Investment Advisor Representative and the Managing Member of Mattix Wealth Management,LLC., a Registered Investment Advisory Firm. He has also been active in the insurance business as a senior financial planner for over two decades. His passion for helping others grew when he first entered the health insurance industry in 1995 with a focus on small businesses and self-employed individuals. Now, Brad proudly serves individuals and their families in the Atlanta metropolitan area.

As a financial planner and risk mitigator, Brad is a member of the National Ethics Association and Better Business Bureau, and has been featured in publications by CBS, ABC, FOX Business, The Wall Street Journal and others. He holds a life and health insurance license in Georgia, Indiana, Kentucky and Texas, as well as his Series 65 Uniform Investment Advisor Securities license.

OUTREACH

God has given us two hands, one to receive with and one to give with. ~ Billy Graham

While we can never do enough to show our gratitude to our nation’s defenders, we can always do a little more.  -gary sinise

The Gary Sinise Foundation serves our nation by honoring our defenders, veterans, first responders, their families and those in need. We do this by creating and supporting unique programs designed to entertain, educate, inspire, strengthen and build communities.

The experiences of war leave an indelible impact on our defenders. When they return to civilian life, the physical, emotional, and psychological challenges they face are often difficult. As citizens, we benefit from the freedom and security they fight to protect. Supporting these heroes is a responsibility we all must share.

The Gary Sinise Foundation was established under the philanthropic direction of a forty-year advocate for our nation’s defenders, actor Gary Sinise. Each of the Foundation’s programs originated from Gary’s personal relationships with our nation’s service community and a wide range of nonprofits he had supported for decades. Ever aware of the gaps of care these deserving heroes often encounter, he was inspired to serve them – always giving a little more. With the creation of the Gary Sinise Foundation, his crusade now supports all those who sacrifice on our behalf: active duty, veterans, first responders, and their loved ones. Each program shows appreciation for America’s heroes through entertainment, family support, and acts of gratitude. Impact Video

Mission:  Samaritan’s Purse is a nondenominational evangelical Christian organization providing spiritual and physical aid to hurting people around the world. Since 1970, Samaritan’s Purse has helped meet needs of people who are victims of war, poverty, natural disasters, disease, and famine with the purpose of sharing God’s love through His son, Jesus Christ. The organization serves the church worldwide to promote the Gospel of the Lord Jesus Christ.

As a Christian charity, Samaritan’s Purse shares the eternal hope and peace found only in Jesus with men, women, and children who are victims of war, poverty, disaster, disease, and famine. We work in more than 100 countries, addressing critical needs such as food, clean water, shelter, and medicine. We also help hurting people in the United States, including wounded U.S. soldiers and their spouses and homeowners devastated by natural disasters.

When disasters strike around the world, Samaritan’s Purse responds immediately, quickly mobilizing staff and experienced relief workers to partner with local churches to provide critically needed disaster relief to people in need. No matter where we go to help the least of these, we always go in the Name of Jesus Christ.

We have responded to devastating earthquakes in Haiti, Ecuador, and Nepal; typhoons in the Philippines; and to large-scale refugee crises in Europe, the Middle East, and Africa. We sent teams to the Democratic Republic of the Congo during the Ebola outbreak and deployed our Emergency Field Hospital to Mozambique in the aftermath of deadly cyclones. Our volunteers continue to work hard rebuilding and repairing homes for hurricane victims in Texas, South Carolina, and North Carolina. We’re also ministering to the physical and spiritual needs of persecuted Christians, children in poverty, women who are victims of domestic violence, and human trafficking victims.

Learn More

What is Open Doors USA?

Open Doors USA is a community of Christians who come together to support persecuted believers in more than 60 countries.

We are a 501c3, non-profit organization with more than 60 years of experience and a long track record of financial integrity.

And we are also a group of friends—a mix of office staff, board members, field representatives, and many, many regular people who stand against persecution. Although we haven’t met every one of our readers and supporters face-to-face, we count each of them as an important part of our work.

How did it start?

Our ministry was launched by a courageous Christian man from the Netherlands named Brother Andrew. Many people best know Brother Andrew from his most well-known book, God’s Smuggler, which tells stories of his secret missions to smuggle Bibles into hostile regions.

During his life, Brother Andrew took great risks to sneak the Gospel into communist countries during the height of the Cold War. He did so with a sense of adventure, believing that his faith in Jesus was worth every danger he faced.

Today, although the world has changed, Christians are still persecuted and, in some communities, continue to be forced underground. Like Brother Andrew, Open Doors team members still take on risks to resource these Christians living in hostile regions and to continually work against persecution wherever it exists.

We spend time getting to know persecuted believers on the ground, in their communities, and we are often inspired by the strength of their faith in the midst of great hardship. We believe that they, along with our team of staff and supporters like you, will be the Brother Andrews of this generation.

Our Mission

We are committed to our clients. Our process is devoted to building relationships. We focus on the details. We develop and design comprehensive financial planning strategies, creating personalized retirement plan solutions, one family at a time.

Our Philosophy

We strive to constant improvement in all aspects of our business. Dedication, collaboration, stewardship and continued growth through excellent client service. These are the pillars on which this organization continues to build.

Our Vision

We nurture principled relationships. The vision rests within our people who actively work to make the vision real. We are constantly evolving, and strive to create client satisfaction and confidence.

Our Values

We believe in people. We value and recognize a work force of diverse professionals and that is the key to our success.
We uphold the highest standards. By defining clear goals and rewarding initiative, we turn ideas into action.
Clients are fundamental to our success.
Integrity is sacred. We respect each individual with fairness and open communication. The Golden Rule is the hearth of our company.

Slider

AS FEATURED ON

IN AFFILIATES OF

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at service@mattixwealth.com or call us at 678-580-2643 today!

UPCOMING EVENTS

RESOURCES

VISIT OUR OFFICE
OUR OFFICE
CONNECT WITH US
MATTIX WEALTH MANAGEMENT