MATHESON FINANCIAL PARTNERS

Matheson Financial Partners is a fee-only financial planning and wealth management firm specializing in helping sales professionals accumulate and preserve their wealth. Beginning with helping our clients define and prioritize goals, we then create a strategic plan to maximize the opportunities of their variable/bonus comp, or equity compensation plans. As a fiduciary, we manage investments and help clients plan for major life events such as college or retirement while incorporating tax mitigation and estate planning guidance into our planning considerations. Located in Sacramento, CA - we serve our clients locally and virtually nationwide... If you answered "yes" to any of these, Matheson Financial Partners is here to help. With more than two decades of experience, we understand how spending time on areas outside your sales work often gets neglected, including wealth management. We're here to fill in the gap for you. From tax efficient investment strategies to college planning,..

Primary location: Sacramento United States