Matrix Planning

In addition to providing superior planning with our products, we have a separate division, Matrix Advisories Inc. (MAI), that provides fee-based services separate from product purchases. MAI provides fee-based services for:

• Personal Financial Planning
• Investment Advisory Services
• Budgeting
• Retirement planning
• Personal Financial Coaching
• Business Planning
• Special Circumstances
• Divorce
• Long Term Care Planning
• Estate Transfer
  

Matrix Advisories Inc. is uniquely positioned to assist you with your financial future. We are doing our homework so that you can make the financial decisions that are best for you and your family and business. We have committed the resources of our company to ensure that your financial future properly reflects the energies and priorities of your financial plan.

We offer a variety of services, depending upon needs, fees can be assessed on either a fixed or hourly rate basis. (Fee Schedule). For further information or to arrange an introductory appointment please call 231.938.3200.

Accounts are reviewed only at the option and discretion of the client. Reviews can be handled on either a fixed or hourly service rate and will be performed within the time sequence specified by the client. MAI retains neither brokerage discretion nor custodial accounts. MAI clients are encouraged to make independent judgments regarding its advice and are free to accept or reject any advice offered.

Although its service philosophy rests strongly in favor of long-term investment strategies, actual plans can be customized to meet customer needs. One of the many ways in which we demonstrate our client relationship philosophy is our fee refund policy in the event that a client is not completely satisfied with the service rendered.