FAQ - Matt Jerome

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What does
Matt Jerome Do?

As a licensed financial advisor, Matt Jerome provides a range of financial services to individuals, families, and businesses.

What services does Matt Jerome provide as a financial advisor?

Matt Jerome offers a variety of services, including investment management, retirement planning, tax planning, insurance advice, estate planning, and debt management, helping clients meet their financial goals.

How does Matt Jerome determine my financial goals?

He works with clients to understand their unique needs and financial situations, assessing factors like risk tolerance, timelines, and life goals through detailed consultations.

What qualifications does Matt Jerome have?

Matt is a licensed financial advisor with certifications like the Series 7 and Series 66 licenses, and possibly additional certifications like CFP (Certified Financial Planner), demonstrating his expertise in financial planning and investment.

How is Matt Jerome paid for his services?

He may charge based on assets under management (AUM), fees for specific services like financial planning, or earn commissions from financial products he recommends, depending on his fee structure.

How do I get started with Matt Jerome as my financial advisor?

To begin, you can schedule an initial consultation where Matt will review your financial situation, discuss your goals, and propose a plan tailored to your needs.

How does Matt Jerome help with retirement planning?

He assists with selecting the right retirement accounts (like 401(k)s or IRAs), managing contributions, and offering strategies for withdrawals and tax efficiency in retirement.

The Benefits
Of Matt Jerome

Will Matt Jerome offer ongoing support and guidance?

Yes, Matt provides continuous support, regularly reviewing and adjusting your financial plan as your goals or circumstances change, ensuring that you stay on track to meet your financial objectives.

Why should I trust Matt Jerome with my financial planning?

Matt Jerome is a licensed and experienced financial advisor who prioritizes your financial well-being. His credentials, combined with his commitment to understanding your unique financial situation, give you confidence in the advice and strategies he provides.

How does Matt Jerome help with tax planning?

Matt provides strategies to minimize tax liabilities, including tax-efficient investment advice, retirement account strategies, and more. This can help you keep more of your hard-earned money and maximize your financial growth.

What is the advantage of having a financial advisor like Matt Jerome manage my investments?

Matt Jerome brings professional knowledge of the markets, helping you make informed decisions, avoid costly mistakes, and stay disciplined in managing your investments. His expertise ensures your portfolio remains aligned with your financial goals over time.