MATADOR FINANCIAL is a FEE-ONLY financial advisory firm.
Need more info? Click Here
|Market Value of Investments
|$0 – $499,999
|$500,000 – $999,999
|$1,000,000 – AND ABOVE
401k Management: 0.5%
(This is your current company retirement plan where we do not hold but we can advise you on your current company plan.)
Second Opinion Review:
Upholding a Fiduciary standard, we provide objective advice on financial questions that may arise in your life. Some examples are:
- Is my current advisor charging me too much in fees?
- Should I invest in a private business opportunity?
- Buying vs leasing a home or car
- Should I buy an annuity or life insurance?
- Can I afford to go on this vacation or buy this new item?
- IRA/Roth IRA
- Trust Accounts
Financial Goal Projections:
- Retirement Planning
- Cash Flow Analysis
- Education Savings
Insurances Needs Analysis
- Life Insurance
- Disability Insurance
Estate Plan Analysis
- Wills, Trusts and POA reviews
- Account titling
- Beneficiary designations
Tax Planning Analysis
- Tax loss harvesting
- Tax deferred contribution optimization
Business Investment Management
- Business retirement plans (401k, SEPs, Simple)
- Acquisition/Sale consultation