Wealth Management
3 articles
Financial Planning With John Mateyko When Family Responsibilities Span More Than One Generation
This article explores financial planning strategies for individuals balancing their own retirement savings with supporting younger family members and aging parents. It emphasizes protecting one's financial base, distinguishing between temporary and ongoing help, and setting clear boundaries for multi-generational support.
How Intention.ly Solves Advisor Recruitment: A Proven System to Lower Your Acquisition Costs
Intention.ly offers a proven "Growth Engine" model that integrates sophisticated marketing and operational strategies to help wealth management firms lower their advisor acquisition costs and compete effectively in a hot talent market. Their system focuses on a holistic approach rather than fragmented efforts to attract and retain top financial advisors.
Meet John Mateyko: The Serenbe Financial Planner Recognized for Community and Client Success
John Mateyko, Managing Partner of IDEX Financial, is a Serenbe financial planner recognized for his professional achievements and significant contributions to the community through youth sports, local theater, education, and philanthropy. This article explores his experiences, values, and community involvement that have shaped his personal and professional journey.