If we were having a conversation with you 2-3 years from now, what has to happen personally and professionally, in order for you to be happy and confident with your progress?

Our unique process helps you:

Rethink – Clarity in your priorities and values open the door to opportunities that were always there. Simultaneously, the government continues to change tax laws in their favor, companies cut jobs at an instant without regard to your financial stability and the unexpected life-changing events occurring – are you prepared? Most financial advice only gets you to retirement but not through retirement, will you outlive your money? Don’t you think your plan, options and choices require the same dynamic flexibility?

Restructure – There is a difference between debt -preferred and non-preferred. Which do you have the most of? There are strategies involving your mortgage that may be costing the typical homeowner the financial security and control they deserve. Many college loans are paid down incorrectly and people who are taking care of aging parents are spending down assets and time, unnecessarily.

Redirect – Most people are putting their hard-earned savings into financial vehicles that are designed to tax you the most at a time in your life when you need money the most. What is it? Your typical IRA and 401(k) may be that trap. Are you just delaying the pain? There are tax-favored instruments available but most traditional financial professionals find them either too lengthy to explain or lack the proper training to articulate these strategies.

MatthewSapaula, Inc.
27 N. Wacker, Ste 412
Chicago, IL 60606

(708) 686-2000 Phone
(708) 401-1501 Fax