We hold ourselves to a client-first, fiduciary standard, ensuring our clients’ interests and benefits supersede any affiliation with our providers. Our independence is integral to the excellence we strive for while creating the retirement you deserve.
Matthew Jackson is the author of The Retirement Dreammaker: Master the Art of Retirement Abundance. His work has appeared on Forbes, Fortune, Money, U.S. News & World Report, Annuity 123, Credit.com, and many other financial publications and websites.
Matthew is also the president of Solid Wealth Advisors and Rocky Mountain Long-Term Care. Each firm focuses on providing retirement planning solutions and plans to clients over the age of 50. As a founding partner, he has recently launched 401(k) Maneuver, a revolutionary digital platform that helps America’s employees potentially improve the performance of their workplace retirement account without ever having to see an advisor.
Sivea Key, a licensed health and life insurance agent at Solid Wealth Advisors, is an independent trained field underwriter focusing on long-term care and Medicare supplemental insurance with licenses for life and health in seven states. She receives extensive training every year to keep current with changes in products and regulations in the health care industry.
Sivea’s interest in health care has been shaped by personal experience. Sharing her home with her mother has given Sivea firsthand experience managing the health challenges of aging individuals and has brought home the importance of good health care insurance. Her motivation to educate others about long-term care stems from her cousins’ struggle to cope with their own mother’s advancing Alzheimer’s without the funds to pay for care.
375 E. Horsetooth Rd.
Suite #2-202
Fort Collins, CO 80525
Copyright © 2019 Solid Wealth Advisors
Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness.
Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.
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