Financial Solutions Group Wealth & Risk Management Services, LLC

CONNECT

Address:

9000 W. Chester Street, Suite 100
Milwaukee, WI 53214

Phone:

(414) 615-4850

Fax/Other:

(414) 615-4960

Matt Kletti

Matt Kletti

Financial Planner, Investment Advisor Representative,Financial Services Representative

Domicile State: WI

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in Wisconsin

  • Registered to offer securities products in Wisconsin

  • Series 7, 65, 63, 6 registered

PERSONAL

  • Lifetime resident of Fox Cities Area

  • Obtained Bachelor's degree in Business Management from Aurora University, Aurora, IL

  • Graduate of Dunham School of Business

  • Hobbies: Golf, Boating, Biking, Mountain and Road Bike Racing

  • Recipient of the Boy Scouts of America Eagle Scout Award

ORGANIZATIONS

  • Member of Heart of the Valley Chamber of Commerce

  • Participant in the Wisconsin Off Road Series

  • Treasurer of the Northeast WI Trails

  • President of the Fox Valley Mountain Bikers

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.  Drawing on my knowledge, know-how, experience and world-class planning tools, I help build financial freedom for my clients.Please take a moment to view my website at www.jsagrp.com.

I can also help you achieve these goals:

  • Business continuation and preservation. For business owners, partners, and majority stock holders, what happens to a business as the result of the retirement, disability, or death of a key employee, owner, or partner can mean the business healthily continues or that the business is subject to hard times or, in the worst cases, a distressed sale or closure. Protecting a business with effective solutions now can mean a continued future.

  • Retirement income goals.  We've all heard the statistics. People are living longer and are enjoying retirement for many more years than ever before. Making sure those years are enjoyable is a goal of many.  Making sure not to outlive an income is a financial goal of many more.

  • Wealth accumulation. Accumulating assets, and doing so in an effective manner for growth while minimizing taxes, is a financial goal for many individuals.

  • Asset protection.  We all work hard for our money, and protecting our assets – both the tangible (a home protected from fire) and non-tangible – (tax and inflation erosion or litigation) is important to a financial plan.  After all, you've built nest egg – you should do all you can to keep it.

  • Asset Allocation.  How your money is invested should reflect who you are – how you feel toward risk and what time frame you've set for your goals.  I can help you customize your portfolio to complement these factors.

  • Tax planning. Taxes, it seems, are inevitable.  However, there are measures that can help lessen your tax burden.

  • Higher education goals for your children. For many parents, a child's future is of utmost importance.  Beginning to fund higher education sooner than later – and doing it with the right tools and investments - can help make all the difference in the world. 

  • Preserving estates from substantial Federal estate taxation. Some estates are subject to Federal estate taxation. There are ways you can preserve most of your estate for your heirs.

  • Protecting your survivors. In addition to preserving your estate from Federal estate taxes, you may also be concerned about those who are dependent on you. There are solutions to this need. Continuing the protection of your survivors can be achieved with proper planning techniques.

  • Gifting Strategies. Gifting is not the only way to philanthropically aid your favorite charities or provide for a loved one – it can also be a way to reduce the tax bite, both now and when your estate is be settled.

  • Trust Strategies. A carefully drafted trust agreement can help people avoid substantial estate tax liability, can be established for the benefit of a charity, can allow an individual access to income and principal, and more. A trust may be just the tool you need when implementing your financial plan. I can work with your lawyer to determine whether a trust will be suitable to help you meet your goals.

 

Phone (920) 830-4962
Fax (920) 939-2253
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck