Mark J. Matkovic, CFP, CPA
(317) 293-1300
mark@matkovicfinancial.com
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance to taxes, the decisions can be overwhelming.
That’s where our firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. Our "Cradle to Grave" comprehensive approach to Wealth Management, focuses on 9 Key Wealth Management Issues that our clients are likely to face at some point in their lives. We take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
Our personal goal is to provide you with guidance that can help you understand and better define your financial goals, and help anticipate when each Wealth Management Issue will become a priority. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.
Our affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM provides us with state-of-the-art, real time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of high competitive, non-proprietary financial alternatives, securities and services.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.