Home | Matt Stroud

Personalized Financial Services

Your choice for Financial Services

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Learn More

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Learn More

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Learn More

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Learn More

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

Have a Question

Name

Email

Address

Message

Thank you! Oops!