Who we are shapes how we do our jobs. At BrightPath our values help us manage our clients’ money.
About Matthew Schuller, President & Founder of BrightPath Wealth Management Matthew Schuller wants his clients to know how their money is working for them. He wants people to be informed about wealth management. The more they know, the better he feels he’s done his job as their wealth manager. Matthew is a Fiduciary which he takes extremely seriously and is a published Author for Kiplinger Financial Magazine. You will hear him say that most people have a product not a plan. Working with Matthew you will see there is a big difference on what he considers a plan compared to others.
Matthew also spends some time traveling the country each year consulting other Advisors in the industry on his Trademarked retirement process. He's also asked to present to reps and advisors with many broker dealers and/or RIAs. While Matthew enjoys doing this he enjoys helping & meeting with his own clients the most. He knows how important good wealth management is on a personal level, too, because he’s seen loved ones who ended up being forced to work through their retirements because of bad financial advice. He doesn’t want another family to go through what some of his loved ones have gone through. When he’s not at work, Matthew enjoys spending time with his wife, Ali, and his two boys, Beckett and Hudson. He also loves coaching, running, cheering on his Iowa Hawkeyes and doing remodeling projects.
Are you prepared for retirement?
You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions
Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. BrightPath Wealth Management and CreativeOne Wealthh, LLC are not affiliated. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. AR-4360 | 18281 - 2018/11/28