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Are You Sitting Comfortably? You're About To Be.

If you're like most seniors nearing, or already enjoying retirement, you probably have concerns about your retirement finances, including:

  • Growing and preserving your money.
  • Generating an income that lasts as long as you do.
  • Transferring your assets to the next generation as effectively as possible.
  • Protecting against catastrophes, whether that be in the stock market or with your health.

Good news, our recently introduced strategies offer the Big Three in one practice:

  • Rock solid safety
  • Opportunity of the market without market risk
  • Access to your money when you need it

Matthew Matheny, owner of Matheny Advisory Group, started more than 10 years ago with his first clients, his parents. He promised his mother then that he would never lose his clients a single dollar, and to this day he has kept that promise.

Why Should You Visit with Matheny Advisory Group?

We can help you grow and protect your money, reduce taxes, provide income you can never outlive and gain peace of mind. Wisely, we get second opinions on our health, now it's time you got a second opinion on your wealth. Most people have good intentions, and they figure that they'll get around to seeing someone who can help them with their retirement finances. And, as time goes on, more and more reasons come up why they can't make an appointment. But, there are so many reasons to come and see us at Matheny Advisory Group, including the following:

  • We'll give you ideas of how to shelter your IRAs from taxes just for coming and seeing us, whether you become our client or not.
  • We'll show you how our strategies work, which actually allow you to protect principal in volatile markets and guarantees both income and growth.
  • We'll determine what percentage of your portfolio would be suitable to go in the strategies we offer.
  • There is never any cost or obligation for our consultation, just a friendly conversation.

Matheny Advisory Group provides financial planning and advising services in their offices in Mentor, Ohio.   Matheny Advisory Group also represents their clients throughout Ohio including Cleveland, Akron, Youngstown, Euclid, Parma, Painesville, Concord, Chardon, Willoughby, Highland Heights, Mayfield, Avon, Westlake, Lakewood, Solon, Hudson and the counties of Lake, Geauga, Cuyahoga and Ashtabula. In Florida throughout Fort Myers, Bonita Springs, Naples, Port Charlotte, North Port, Tampa, Clearwater, Orlando, Miami, Fort Lauderdale, West Palm Beach and the counties of Lee, Collier, Dade, Broward, Hillsborough, Pinellas, and Orange.

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