Most People Spend More Time Planning Their Vacation Than They do Their Retirement.
What We Do
We serve the retirement-minded; those in or nearing retirement. We offer a wide range of financial planning and wealth management services, investments and insurance products. We strive to provide clarity so that you can rest easy knowing that your assets are working efficiently and effectively.
The Purpose-Driven Retirement Plan is a thorough, comprehensive, written financial plan focusing on the five aspects that are critical for successful money management in retirement. While some people have less complex needs than others, the objective for each is to provide financial security and understanding.
Our Process
We design each plan with a targeted purpose. Our goal for each area:
- Perform an Income & Expense Analysis
- Reposition Assets, as Needed
- Design An Inflation Plan
- Create A Spousal Protection Plan
- Prepare for all Aspects of Medicare, Parts A, B and D
- Analyze Long-Term Care Planning Options
- Devise a Plan to Cover Healthcare Future Needs
- Assess Your Risk Tolerance
- Reduce and/or Eliminate Fees
- Apply Strategies to Reduce Risk
- Rebalance Assets, if Necessary
- Maximize Estate and Income Tax-Planning Opportunities
- Reposition Assets to Reduce Taxes to Heirs
- Construct a Plan to Ensure Estate and Assets are Probate-Free
- Maximize Estate and Income Tax-Planning Opportunities
- Reposition Assets to Reduce Taxes to Heirs
- Develop a Plan to Ensure Estate and Assets are Probate-Free
Plan with purpose.
It starts with a conversation.
Meet our Founder
Brad Mattix
Managing Member,
Investment Advisor Representative
Brad Mattix is the Founder and CEO of Mattix Wealth Management LLC. Business owners, as well as retirement minded individuals look to Brad and his team of advisors and wealth managers to provide objective financial and investment advice, advanced tax planning, risk mitigation, organization, accountability, and a proactive professional approach to their financial and retirement planning concerns.
All client relationships are built and sustained on trust. As an Investment Advisor Representative, Brad holds a Series 65 Uniform Investment Advisor Securities license. He has also been actively involved in the insurance business as a senior financial planner for over two decades. He holds life and health insurance licenses in Indiana, Kentucky, and Georgia.
Brad is actively involved in local commerce and a supporter of numerous charitable endeavors and believes that giving back is one of life’s most meaningful privileges.
As seen on:
We have a commitment to improve communities by volunteering and supporting charitable organizations. The company supports these efforts through an annual giving campaign and volunteer program for worthy charitable organizations.
Gary Sinise Foundation
Samaritan's Purse
NEWSLETTER
RETIREMENT KIT