Firm
We are a financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We help our clients identify their goals and make sound decisions to reach them. Our network of professionals includes CPA's, pension administrators, attorneys, insurance underwriters, financial advisors, actuaries, and our Broker/Dealer, Equity Services, Inc. We can assist with your investments, executive compensation strategies, insurance needs, as well as business continuity and estate planning strategies.
We are committed to working with you to develop your financial path and ensure it is tailored to your specific situation and goals based upon the following these 4 principles:
- Managing your cash and liabilities
- Cash flow to live today and save for tomorrow
- Building a cash reserve strategy
- Managing cash & debt
- Planning for large expenses
- Assisting with Social Security decisions
- Protection
- Life Insurance
- Beneficiary review to ensure your assets are properly distributed when this becomes necessary.
- Working to reduce risk of loss while growing your assets
- Securing lifetime income, to help reduce fear of running out of money during retirement.
- Long-term care (LTC) insurance*
- Investments**
- Traditional/Roth IRAs
- 401(k) / 403(b) rollovers
- Employer Retirement Plans
- Non-Qualified Executive Compensation/Key Person Coverage
- Education Saving Strategies
- Risk Tolerance
- Brokerage Accounts
- Tax & Estate Planning Strategies
- Tax management
- Working with CPA/Attorney Partners
- Roth Conversions
- Legacy Planning
- Business Continuation
Whether you are saving for retirement, planning for your children's education, or protecting your loved ones in the event of your death, our goal is to help you achieve those goals while avoiding the common mistakes that can all too often derail the future you desire.
Contact Steve Mattern today to learn more about the products and services that may help you secure a better tomorrow.
(814) 822-0830
Products and services provided through:
National Life Group®
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.
National Life Insurance Company
The flagship of the enterprise, was established in Montpelier, Vermont in 1848 and is licensed to do business in all 50 states and the District of Columbia.
Equity Services, Inc.
Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company offering an extensive line of financial products and services.
Life Insurance Company of the Southwest (LSW)
An independent subsidiary of National Life Insurance Company and a recognized leader and provider of annuity and life insurance products, established in 1954. LSW is licensed to do business in all states, except New York.
Each company referenced above is solely responsible for its own financial condition and contractual obligations.
*Long Term Care insurance is available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long Term Care insurance is not underwritten nor issued by National Life Insurance Company.
**Securities and investment advisory services are offered solely by Equity Services, Inc.