Matt Moser, ChSNC, MBA

Financial Planner

Matt specializes in working with individuals and families on their holistic and comprehensive financial future and estate planning. Matt attended Illinois State University for his undergraduate degree and Drexel University for his MBA in Business Analytics, where he graduated Suma Cum Laude. Before entering the finance profession, Matt served as an Officer in the Army with the 101st Airborne Division. He served multiple deployments to both Iraq and Afghanistan. Matt is Treasurer on the board of directors for the ARC of Davidson County, volunteers with Best Buddies of Middle Tennessee, is a member of the VFW, is an Alumni of the Wounded Warrior Project, volunteers with other Veteran organizations and is an active member at Crosspoint church.

 

Special Care Planning

Matt is a Chartered Special Needs Consultant, holding the professional designation ChSNC. He specializes in working with families that have a child or family member with special needs on their financial future and estate planning. The three main areas of focus for financial planning with special needs clients are:

1) Ensuring the child is properly cared for with a comfortable quality of life if something were to happen to the primary caregivers.

2) Maximizing government benefits and creating a plan to ensure individuals are not disqualified from their benefits.

3) Planning for two retirements, calculating how much their child will need to live off of when the parents are no longer able to care for the child, and ensuring that the proper estate planning documents are in place.

Check the background of investment professionals on FINRA’s BrokerCheck.

 

 

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