Your Family Office Service
Family offices have typically been reserved for wealthy families to provide customized wealth building & preservation strategies.
Today, many business owners, managers and their families are seeking services beyond cookie cutter plans.
Your plan needs to be customized for YOU!
And to minimize taxes, you need to plan in advance, not after the fact.
That's why Tax Planning, Financial Monitoring, Asset Protection & Net-worth Tracking are the foundation of our Family Office style program.
You've Asked Questions Like:
How can I be proactive with my tax planning throughout the year to reduce my tax liability?
What is the right type of trust for my family?
How can I acquire more real estate efficiently?
How can I pass on wealth without it being a burden to my family?
How can I have things financially organized and know exactly where I stand?
How can I access private deals and evaluate them properly for cashflow?
Here's What's Included:
Modern Financial Planning & Monitoring
Doctors use standard health indicators (e.g. blood pressure, heart rate, blood oxygen levels, etc.) to track and assess your physical health. In a similar way, we use a financial planning system called Elements® to collect your financial information and measure the key indicators of your financial health over time.
Our Financial Planning System™ gives us a real-time scorecard of your financial situation, so we can continually monitor your progress and provide ongoing, informed advice to make sure you're on track to achieve your dreams.
PLUS
Tax Planning: Personalized Strategies To Reduce Your Business & Personal Taxes
Tax planning is the process of analyzing your financial situation & applying strategies to pay the lowest amount of taxes based on the facts & circumstances.
Tax planning considers many factors, including tax credits, deductions, investments & expenses. At its core, tax planning is about understanding how business and life decisions affect the largest expense you have — taxes!
PLUS
Tax Planning: Personalized Strategies To Reduce Your Business & Personal Taxes
Tax planning is the process of analyzing your financial situation & applying strategies to pay the lowest amount of taxes based on the facts & circumstances.
Tax planning considers many factors, including tax credits, deductions, investments & expenses. At its core, tax planning is about understanding how business and life decisions affect the largest expense you have — taxes!
PLUS
Unbreakable Finances University
We've broken down timeless financial principles in short, digestible segments that you can study and continue to increase your wealth education.
Learn the mindset, strategies and tools the wealthy have used for generations. Our interview series brings subject matter experts in everything from real estate law, affordable housing, multi-family, self storage, business acquisition, etc.
Here's What You Get With This 12-Month Service:
A tailored financial plan covering the six key areas of your finances.
Developing an investment framework to quickly identify or reject investment opportunities so you can stay focused on the best ones for you.
Discover the most efficient way to reach your financial freedom goals.
Sourcing and evaluating private deals. (With an investment framework, we’ll know exactly which types of deals would fit your criteria to maximize returns while minimizing risk.)
Quarterly 1 on 1 virtual meetings for updates.
Accredited Investor Certification.
Business evaluation (if needed) to determine current value of any business assets, how they could be enhanced, and how much they could potentially be sold for.
Assessment of previous tax year returns and immediately begin tax planning strategies by a Registered Tax Planner.
Consulting on asset protection and business entity formation.
Private introductions to other individuals in our network who could assist in advancing other goals or deals you might have.
Continuing wealth education on various assets classes including alternative assets, accredited investor deals, emerging technology such as artificial intelligence, etc.
Elements
Your Finances In One Place
AS WE WORK TOGETHER, YOUR FINANCIAL PLAN WILL HAVE REGULAR CHECKUPS TO KEEP YOU ON THE RIGHT TRACK.
That's why each month we assess your overall financial health using the Elements scorecard and meet quarterly to discuss.
Finally, we deliver beautifully designed, easy-to-follow reports that feature your latest stats, scores, and any new recommendations to improve your net-worth.
This approach to keeping your data up-to-date and refreshing your financial plan will give you complete confidence in your progress and direction.
Registered Tax Planning
Tax Planning To Lower Tax Liabilities
Multiple-Business Projections & Planning
For anyone who owns multiple businesses, we can handle tax planning in one place.
With us, you can mix and match business types, bookkeeping platforms, and more.
We begin by analyzing previous tax year returns, using AI to scan the tax code for all the various strategies that would apply and present in a simple to understand tax strategy report.
What clients say about us
Martin and Chelsea are the cream of the crop when it comes to financials. They are out of the box thinkers and attract an audience because they relate so well with their social media audience and keep up with digital trends. They have personally helped my husband and I with our finances. Highly recommend!
Lisa Marie Kennedy
Chelsea and Martin are truly genuine and have your best interest when working with you. They will teach you, guide you and help you toward whatever your needs and goals are. They understand money, growing your wealth and how to protect it, your family and future. Thank you both for the awesome strategy call and for taking the time to review the 4 enemies. Thank you for helping me identify those areas where I really need to place immediate focus and attention to protect my family. Truly grateful
Lori Stinson
About The Matthews & Team
Martin and Chelsea Matthews are licensed financial professionals with a combined 27 years of experience and clients in 48 states. They're also co-authors of the book, "Let's Fight About Money" and co-founders of M Wealth Group.
Martin grew up in Liberia, West Africa during a civil war. Growing up, he saw poverty everywhere. These experiences taught him about the importance of money from a young age.
After escaping the Civil war, he came to America and sought to give back to his community. He became a business owner to help others grow and manage their wealth through smart & timeless ideas.
Chelsea was a single mom for 7 years. That experience shaped her desire to help parents teach the next generation to build wealth. Chelsea saw through experience that people generally had to choose between family success and financial success but she decided she would have both.
Together, they lead a team of advisors and specialists to help their clients achieve measurable financial results and to flourish and prosper in life.
Frequently Asked Question
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