7900 Kirkland Court
Portage, MI 49024
CERTIFIED FUND SPECIALIST CFS®
MATTHEW JARRELL
Certified Fund Specialist CFS®
A Certified Fund Specialist is a financial advisor that specializes in mutual funds. A CFS® must pass courses provided by the Institute of Business & Finance. Investors would consider a CFS® if they are seeking advice on selecting a mutual fund.
Accredited Investment Fiduciary AIF®
Having the AIF® designation helps to improve the decision making processes of investment fiduciaries and other financial service providers.
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MATTHEW JARRELL
CREDENTIALS & BACKGROUND
Matthew Jarrell
Matthew Jarrell is an Investment Advisor Representative with LPL Financial and he is the founder of DocSpot Financial, an online investment resource for medical professionals. His experience includes working with high net worth investors with a focus on medical professionals and small business owners. His investment philosophy is progressive and rooted in the endowment models. Partnering with professional research firms allows Matthew to do what he does best which is focus on the client for service and support. Matthew is a contributing writer for Investopedia, an online information and news source for investors and investment professionals.
Services Include:
- Managing Retirement Assets for High Net Worth Investors
- Retirement Income Planning
- Employer sponsored plans; 401(k), 403(b), SIMPLE & SEP IRA, Payroll deduct IRA, Defined Benefit, Deferred Comp
- 401(k) Transition Assitance
- Estate Transfer Techniques
- Tax Advantaged Investing
- Strategic Financial Planning
“I enjoy the challenge of working with individual investors for their specific needs whether it means, retirement income planning, tax advantaged investing, or preserving wealth through advanced estate planning techniques. By using strategic and structured planning we can create a realistic direction to pursue any goal.”
Matthew was raised in rural SE Michigan and believes in small town values. He is a graduate of WMU and enjoys West Michigan.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Indiana (IN), Massachusetts (MA), Michigan (MI), New Jersey (NJ), North Carolina (NC), Ohio (OH), Pennsylvania (PA), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA).
The Retirement Wealth Management Group, Walters Wealth Advisors, DocSpot Financial, Alkhamis Financial Retirement Wealth Management and LPL Financial are separate entities.
