Our Approach

Plan to Succeed

It seems impolite to talk about money. As a result, many people feel uncomfortable when the topic comes up. This has been a challenge for those working in the retirement planning field. How do you get someone to reveal personal financial details that they’ve never shared before?

Our approach creates a friendly, consultative experience, which makes our clients feel comfortable. It’s an environment where our clients are always welcome to call, email, or drop-in to get the help they need. With a background in psychology, Matt Hanshaw is able to understand and relate to his clients. He knows the important issues of the retirement journey. He’s not the kind of guy that wears stuffy suits or must show off his expertise. Instead, he puts his clients at ease and makes it easy for them to talk. Building lasting relationships built on trust is one of Matt’s strengths. His goal with each client is to make sure they understand that he has their back, in both good times and bad. Matt will be there for them over the long haul, throughout their retirement.

Our planning method is unique. We use a simple, but a very effective process to help you achieve success. Unlike many advisors, we provide the information that you need. We won’t give you stacks of reproduced impersonal reports that you won’t read.

Our Success Launchpad starts by looking for missed opportunities in your current plan. Next, we identify potential risks and barriers that may impede your progress. We develop strategies designed to maximize your opportunities and limit your risks. Before putting it all together in a financial plan, we double check your strategy with best in class research tools.

We provide many diversified investment choices from well-known institutions. ARK’s largest custodian, Pershing LLC, has almost 1 trillion dollars under management. Their massive size provides access to solutions that Matt could not provide on his own. Matt also offers investment and advisory services through Royal Alliance Associates. As a subsidiary of Advisor Group, Royal Alliance is part of one of the largest broker-dealers in the U.S.

Matt’s clients can pay as they go, rather than before they’ve seen results, through fee-based services. Fee arrangements provide an incentive for an adviser to service the client experience. Matt’s investment and financial advice model supports long-term client relationships.

Call us today, if you want a financial planning professional who has your back for the long haul. Dial 717-695-2617 to schedule an appointment.