Advantis Wealth Management
Available through CUSO Financial Services, L.P.
We can help you solidify your financial future
Start making money decisions that matter for you
Our CFS* advisors can help
Advantis Wealth Management*
(Available through CUSO Financial Services, L.P.)
Although “wealth” is in our name, you don’t need to be wealthy to benefit from our services. We help members of all ages and in all life stages meet their financial goals. Whether you’re just starting out or a seasoned investor, we have the experience to help you invest, manage and distribute your wealth for a lifetime.
Advantis Wealth Management services:
|Comprehensive financial planning
We'll help you assess your current financial situation and top priorities, review your goals and concerns, and provide personalized recommendations to help make sure the actions you're taking now support the future you have in mind.
|Retirement planning strategies
We can help you review your retirement goals and build a plan to help you reach them. By identifying savings gaps, consolidating your retirement assets and helping you determine your long term care Insurance needs, we can help guide you through the expected challenges.
Wealth transfer strategies**
Qualified retirement plan rollovers***
|Life insurance & long-term care.
Our CFS* team offers a variety of insurance options to protect your family and assets, including term life, long-term care, whole life/permanent, and business owner coverage to ensure efficient transfers
|Matt’s client service philosophy:
“I help our members identify and achieve their long-term financial goals through the development of a customized financial plan, integrated with investment management. It’s the combination of these two that help our members address the changes that happen through the many stages of their lives. ”
|Proud Oregonian and dad.
Matt is a native Oregonian and proud husband and father. He is an avid golfer and enjoys travelling the Pacific NW to play its many scenic courses. His other passions include music, and cooking.
FINRA Series 7, 66 and 24 Securities Licenses
Securities licensed in OR, AZ, CA, ID, LA, RI, SC, WA, GA, CO, MN, NM, NY, PA, TX, UT and WI
Insurance licensed in Oregon (#7272041), Washington (#790730),
Arizona (#1158131), California (#0I79216), Montana (#771004), Idaho (#785564) and Utah (#731712)
Chartered Retirement Planning Counselor (CRPC®) B.S Business Administration, Southern Oregon University
B.S Human Communication, Southern Oregon University
|Ida’s client service philosophy:
“I love numbers AND people! I focus on my clients’ holistic financial life while looking for opportunities to educate where I can. I help you look at the complete picture – where you are and where you want to go – and then develop a plan to help you reach your goals throughout the many stages of your life.”
|Proud Oregonian and mom.
Ida May is a 3rd generation Oregonian and proud wife and mother of five boys, ages 13-27. When she’s not playing chauffeur to her boys, she enjoys sewing, quilting, gardening, hiking, and camping.
FINRA Series 6, 7, 63 & 66
Oregon Life & Health Insurance
Securities licensed in OR, WA, AZ, CA, ID, IL IN, MA, MT, NV, OH, TX
Insurance licensed in Oregon (#17044484) and Washington (#853708),
MBA in Management & B.S. Accounting Western Governors University