Matthew is President of Provident Legacy Financial.
Matthew is passionate about helping others achieve their life goals. His personal mission is “to live the life I was created for, help as many people as I can, and die an old man with a smile on my face.”
Matthew brings a wealth of experience to Provident Legacy. He has founded multiple finance businesses focused on delivering financial freedom strategies, was the COO of a national manufacturing company, and national account sales representative for a Fortune 500 company.
He has a B.A in Economics with a Finance Concentration from Carleton College.
Matthew married his beautiful bride 17 years ago, who has blessed him with 10 exceptional children.
Provident Legacy Financial exists to bring freedom and peace of mind to high-net worth individuals and business owners. Our focus is on income tax reduction, zero-estate tax planning, asset protection and charitable giving. As specialists in these areas, we use a team approach working with CPA’s and attorneys with various specialties.
As political winds that shifted towards penalizing hard-working families with higher taxes and tax cuts which was scheduled to expire at the end of 2012, our services have been growing in demand more than ever.
In general, we can cut the income tax bill by 50% for the majority of our clients and totally eliminate estate taxes. After addressing your biggest expense, taxes, we work with you to set up a secure, predictable stream of income in retirement years, while protecting your assets from lawsuits, liens and judgements. This income is immune to stock market losses, inflation or interest rate fluctuations.
With the peace of mind of a secure, lifetime income we focus on helping you make a significant difference in the lives of others by establishing legacies for your family and/or favorite charities.
Provident Legacy Financial regularly hosts training seminars for CPA’s and attorneys to teach them specialized techniques in working with high-net worth clients.
If you are ready to move towards drastically cutting your tax bill and securing a tax-free income, please feel free to call us at 704-787-1580 or email us.
We strive to offer integrity, professionalism and world-class service to each of our valued clients.