Matt Page is a Partner at Lucas Group Financial Planners, Inc., which has been providing financial planning and wealth management services to clients for over 40 years. Matt is a Certified Financial Planner with more than two decades of experience. Throughout this time, he has shown his commitment to offering a high level of service and actionable insights to clients about their finances. In his free time, Matt enjoys watching his two sons play youth sports, read, and run.
Listen to this insightful RIA episode with Matthew Page about helping clients understand their goals for their retirement.
Here is what to expect on this week’s show:
How Matt got started in financial planning with doctors, lawyers, and lobbyists
What the biggest challenges are that clients are facing today and how Matt is helping them, especially with their initial anxiety of securely planning for their retirement or legacy planning
What the team of Lucas Group Financial Planners consists of
How the majority of business comes from referrals from existing clients
Matt’s favorite books and resources that have helped him in his journey as a financial planner
Connect with Matthew:
Links Mentioned:
Website: www.lucasplanners.com
LinkedIn: www.linkedin.com/in/matt-page-b799a63
Learn more about your ad choices. Visit megaphone.fm/adchoices
