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 Matthew Schuller wants his clients to know how their money is working for them. He wants people to learn about wealth management. The more they know, the better he feels he’s done his job as their wealth manager. He takes his responsibility as a fiduciary seriously, because he knows how much good wealth management can mean to an individual client’s situation. Matthew has eight years of experience working for a large financial products wholesaler, where he has helped advisors and insurance agents tailor products to their clients’ portfolios. He knows how important good wealth management is on a personal level, too, because he’s seen loved ones who were forced to work through their retirements because of bad financial advice. He doesn’t want another family to go through what his family has 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, and volunteering.
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 Change Path, LLC an Investment Advisor. BrightPath Wealth Management and Change Path, 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