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I thrive on the relationship building process with all my clients.

Solutions To Fulfill All Your Financial Needs

Investments:

Full Service

Brokerage 

Wealth Management Services 

Mutual Funds 

Annuities-Variable

& Fixed

Unit Investment Trust 

Closed End Funds

About Matt Kittell

Matt’s career was molded early on in college as he was studying to be a chemical engineer at the University of Louisville. Even though math and science came easy to him, he always had an affinity towards finance and business.  Matt immediately went into the financial services industry utilizing his analytical skills with a large institution, which launched his career. Matt found his calling as he thoroughly enjoyed the relationship building process with all of his clients as he helped them plan out their life’s goals.

“My engineering background has given me the ability to be more analytical and objective as I approach my clients' finances in a deeper and more meaningful way."

Over 20 years later, with a family and a tenured career as a financial advisor, Matt focuses on three important priorities: his family, his clients and his health. He finds himself traveling quite a bit with his son and daughter who love ice hockey, thus traveling all over the Midwest to attend the games they are both involved with.

“With less corporate bureaucracy and more independence, I now concentrate even more on my client relationships to serve them in a meaningful way."

Another life changing event has just occurred after 20 years of working for larger institutions as an advisor. Matt made the decision to leave the corporate structure and move his advisory practice by joining an independent organization, of well-seasoned financial professionals to better serve his clients in a deeper and more wholistic way.

Matt is excited about this new chapter in his professional career.  Independent advisors, are one of the fast-growing segments in the financial services industry, by allowing for additional flexibility and opportunities for clients. This is what Matt has been working for, to possibly give him additional avenues to serve his valued client relationships more effectively.   

Retirement Income

Analysis

Qualified Plans

IRA Rollovers 

Simplified Employee

Pension (SEP) 

SIMPLE Plans 

Pension Plans 

Profit Sharing Plans

401(k) Plans 

403(b) Plans

Retirement:

Long Term Care

Universal Life 

Variable Life 

Second to Die 

Term 

Whole Life 

Split Dollar 

Arrangements

Insurance: