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Matt  Douce ChFC

Matt Douce ChFC

Director of Financial Planning

As your practice evolves and matures, you will start to see the many benefits of a planning practice. For the clients that implement the plan with you, it will create multiple product opportunities. As you implement multiple products, you can dramatically increase client retention. The more products you have in place with clients, the higher the retention probability of those clients. Another benefit is the type of relationship that exists with a planning client. In a transaction model, client loyalty may be generally low or uncertain. As you focus on clients’ planning needs, multiple touch points drive the relationship and reliance on your services. We are here to help you create a successful financial planning practice from start to finish. Our goal is to make the seemingly complex financial planning process as simple as possible.

Areas of focus:

Product Based:

  • Analysis of client’s current financial position (Financial Profiles)
  • Portfolio Analysis (Morningstar)
  • Analysis of annuity, life, disability income, long term care and other risk management products and needs
  • Life Insurance Reviews

Detailed Financial Planning:

  • Financial Planning software support (Financial Profiles and eMoney)
  • Financial Plan full-service creation to implementation
  • Writing financial planning recommendations
  • Creation of alternate scenarios and what-if Analysis
  • Social Security benefit planning
  • Business planning
  • Legacy planning