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Matthew Staten

1025 Dublin Road





Financial Planner

About Me
Workshops Offered

Asset Allocation & Modern Portfolio Theory
College Planning
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
First Time Home Buyers - Issues of Real Estate
Financial Blunders - Lessons We Never Learn
Getting Your Financial House in Order
Social Security Explained
Is a Roth IRA Right for You?
I.D. Theft
Investing Basics for Women
Investment Concerns in a Fragile Market
How to Increase Your Health and Wellness
Legal Lessons for Life
Maximizing the Right Mortgage Strategies in Today's Market
Life Insurance and You
Preparing for long Term Care
Taking Control of Your Cash - Eliminating Debt
Refinancing Your Mortgage - 101
How to Buy Foreclosures & Short Sales
Strategies for a Sustainable Income in Retirement
Stress and Your Health
Real Money - Real Estate
Tax Planning
The U.S. Housing Crisis
Understanding 401k Rollovers
Understanding Critical Disability Issues
Women Approaching Retirement and Beyond
You and Your Credit Score

From Hilliard, Ohio and currently reside in Westerville, Ohio with my fiancé and 4 children. Graduated from Franklin University with a Bachelor Of Science in Finance. Hold both Insurance and Registered Investment Advisor licenses. Million Dollar Round Table Court Of Table Member. My goal is to help my clients optimize and protect their finances so they can live better lives.

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