The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Matthew Unger

Matthew Unger

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments


MS, GA Tech, Industrial Engineering, Manufacturing & Logistics, 2000, BS, Carnegie Mellon, Math: Operations Research, CS, and French, 1999
CA Insurance #0K96050