Matt was born and raised in the Midwest and spent 18 years working for one of the nations top senior insurance agencies. The majority of those years in management and executive management. Matt specialized in all aspects of retirement planning including Long Term Care, Life Insurance Planning, and Retirement Income Strategies.
Now, as an owner of Coastline Capital Management, he has taken those years of experience and put into practice a simplified approach to retirement income. He implements the The Bucket Plan® System to create a unique retirement distribution plan for people who are close to or in retirement. His approach goes beyond the traditional financial planning services. Matt's investment strategies are up-to-date allowing his clients to disconnect from the daily noise of Wall Street.
As a married family man, raising 3 children in Florida, Matt understands what it takes to have a well thought out AND up-to-date Financial Plan.
He enjoys spending time with his family, enjoying the beautiful Florida beaches, running, & magnificent sunsets.