Give Us
A Call Today!
What You Will Receive During Your complimentary meeting with Us
- Third-Party Portfolio Analysis
- Retirement Income Gap Analysis
-
Social Security Maximization Report
-
Financial Plan to Your 95th Birthday with Your Current Asset Allocation
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Financial Plan to Your 95th Birthday with Our Recommended Portfolios & Strategic Roth Ladder Conversion Plan
What You Will Learn:
- How to reduce the fees you are currently paying inside your retirement portfolio
- How to generate retirement income that you can never outlive with a personal pension
- How to protect & grow your hard-earned and hard-saved assets
- How to gain access to specialized financial and insurance products only available through select private wealth management firms
- How to divest the IRS from being your partner in retirement
Matt McClure
Senior Financial Advisor
Matt McClure, RSSA®, CAS®
Matt McClure is host of the “Take Pride in Retirement” podcast and a Senior Advisor with Active Wealth working with clients in multiple U.S. states. An award-winning journalist, host and performer, he has more than 20 years’ experience in TV and radio. Matt now resides in his home state of Georgia, after spending more than 10 years in New York City. Matt enjoys working with clients in Delaware, Georgia, Pennsylvania, Tennessee and Virginia.
While in the nation’s #1 media market, he worked for the Wall Street Journal Radio Network, Spectrum News NY1 and WCBS Newsradio 880. A highlight of Matt’s career has been reporting regularly from the floor of the New York Stock Exchange.