Retirement Shield is all about helping people identify and prepare for retirement mistakes: not getting the most from Social Security, not making a lifetime income plan, paying more taxes than necessary, and failing to protect your nest egg from market volatility and fees.
As you approach retirement, or if you're already in it, the most important thing to protect is your retirement. Just as every soldier needs a defense, every retirement needs a shield.
As one of the top advisors in the industry, Matthew has been honored with the Million Dollar Roundtable Award 4 years in a row, which is an award only given to the elite advisors in the top 1% of the industry. With a background working as a National Sales Manager for Federal Benefits at One Life America, you are hard pressed to find someone with more experience helping you plan for the later years in life!
Matt has been helping clients maximize their retirement for 9 years by creating plans that are personal to each of his client’s goals. Whether you are a federal employee, small business owner, or any person looking to set up your retirement the right way, Matt is an advisor that will help you create a legacy and plan for retirement pitfalls. Matthew’s job is to help you look forward and plan-ahead to cut future tax bills and avoid unwanted risks.
Matt is happily married to his wife Lin. Together, they have worked to make Dworetsky Financial a family atmosphere, viewing each one of their clients as a member of their family.
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