Matrix Group Financial Services

Welcome to Matrix Group Financial Services. Located in Traverse City, we serve all of Michigan and beyond.

We are a family of companies providing a broad range of financial services and products and diverse expertise. Our independence allows us to shop for the right products and services for our clients. Our experience allows us to design and implement the right product or service for you.

What We Do

We provide a full range of help with financial planning, investments and insurance products for businesses, individuals and families.

We offer term insurance and cash-value life insurance from the finest insurance companies including MTL Insurance Co. Term insurance is available from Prudential, West Coast life, Banner life, ING, AXA and many others. Guaranteed-issue health insurance is provided by Blue Cross Blue Shield of Michigan and Priority Health. Humanna and Golden Rule provide individually underwritten health insurance.

We offer both guaranteed-issue and medically-underwritten health insurance plans that are compatible with Health Savings Accounts. Our investment division, representing MTL Equity Products, Inc., offers a comprehensive array of mutual funds, stocks and equity products. We offer annuities issued by strong, stable insurance companies. We offer Roth and Traditional IRAs, and we have the expertise to help you make the right choice.

At Matrix, businesses can also find help managing or reducing costs of fringe benefit programs. We provide design support and service on group health, dental, life, disability and vision insurance. We also provide products and services for voluntary products including life, dependant life, disability, dental and critical illness

Though Blue Cross Blue Shield and Priority Health are our main health carriers, we also use other carriers for underwritten health insurance. Depending on location and demographics they include Aetna, Humanna, Assurannt, Midwest Security and American Community. The companies vary widely depending on SIC code and demographics specific to your group.

The combining of HRAs and medical reimbursements may help the employer and employee utilize fringe benefits while reducing the cost of the current plan.

Our Main Office on Grand Traverse Bay in Traverse City, MI

We shop every case to build the right solution based on your goals and objectives. We use guaranteed- issue and underwritten health insurance from various sources. We provide investment products and designs for pension, profit sharing, simple IRA, and 401(k) plans. Call us for all fringe benefit needs.

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Our Commitment To You

The depth of our knowledge and experience qualifies us to give you first-class service and guidance in determining your needs, setting your goals, and developing long-range strategies to carry out your financial objectives.

We are dedicated to making your financial goals our primary objective and are known throughout Michigan and the midwest for our service and integrity.

Our team of financial and business planners, insurance agents, stockbrokers, accountants and estate planners will assist you in maintaining financial growth and security for you, your family, and your business. Contact us today to schedule your personal consultation.