About:Throughout my life, helping others has been an integral part of who I am. That is part of what drives my passion to help individuals and businesses understand their current financial situation, so they are able reach their financial goals. I am a husband and father. My wife, Anna, and I are blessed to have three children, a 4-year-old girl and two boys ages 2 and just a few months. When not at home, you will likely find our family outdoors on some adventure.1. Who I Serve:Businesses: I focus in partnering with businesses to improve, maintain, administer and start 401(k)s and other retirement plans through our established financial mapping process.Individuals: I work with individuals preparing for or transitioning to retirement.2. Your Challenges:Business: Employee benefits is an increasingly important part of any business strategy to attract and keep ideal talent. You want to ensure your company's retirement benefits are succeeding in level of service, encouraging participation and at the best price, all while working together to help employees reach their retirement goals. How do you know if your plan is meeting these objectives?Individual: You need to know if you are at risk of running out of money in retirement. Scheduling a time to review your goals is the first step in crafting an effective retirement strategy. Ask yourself, can you afford to make an error? What if you had a trusted partner to help you?3. How I Help:Business: I provide a complementary review and benchmark of your current workplace retirement plan as a starting point to determine if your retirement benefits are succeeding in terms of service, expense and encouraging employee participation. Or, if you are just starting, we will help you determine the best starting point that is right for you.Individual: There is a lot of noise in the investment world. I help clients cut through that noise by crafting a unique strategy specific to your goals and needs to and through retirement.4. My Philosophy:I'll work with you to bring clarity and transparency to the process with the end goal of taking what can be complex and tailoring it to meet your unique needs and goals in a way that can be clearly understood and explained.Contact me now to set up a 15-minute discovery call.Office: 615-446-1776Email: matthew.wright2@edwardjones.com