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Since 1990, a distinguishing factor of Matrix has been an emphasis on comprehensive financial planning. Competent and thorough financial planning continues to serve as the focus of everything we do. Our process compares your current situation with your goals for the future, identifying what needs to be done to reach them. A comprehensive plan covers every aspect of your financial life: assets, liabilities, and net worth analysis, cash flow, investments, taxes, estate planning, risk management, financial independence planning…and all other financial areas that affect you and your family. All the details of your finances will be analyzed in one comprehensive package. The plan constitutes a road map guiding you and us toward achievement of your financial and lifetime objectives. It is both the foundation and the framework for all financial decisions.

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