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Our Services

Retirement and Investment Planning

Matt is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ Professional, and works with clients to help them understand and manage their investments and objectives. As part of our overall approach to a client’s financial health, we assist our clients in investment accumulation strategies and retirement distribution planning, systematic investing and IRA Rollovers.

While we rely on a variety of techniques in helping our clients work towards their goals, our investment selections are focused on mutual fund investing. For performance consistency, our investment approach includes 4 model portfolios which we then tailor to each client’s investment objectives.

Pension Planning and Consulting

The majority of our business clients have implemented pension plans to retain employees and ensure that the owners have something to show for their efforts. "There is nothing worse than a mid 50's owner ready to retire but unable to do so," says Matt Jelnicky. We take pride in helping all the members of a business venture—from the lowest to the highest—have the opportunity to build wealth so they can focus on their retirement goals.