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.