MATSON FINANCIAL GROUP, INC.
PALM CITY, FLORIDA

Matson Financial Group, Inc., established in June 2003 and incorporated in Florida (Company Type: DOS), operates with a mission centered on fiduciary responsibility. Registered under Filed Number P03000062404, the company is based in Palm City, FL, demonstrating deep community ties with its office located at 1473 SW Troon Circle, Palm City, FL 34990. Matson Financial Group has been providing specialized financial advisory services for over three decades, recognized by Financial Planning Magazine for their Accredited Investment Fiduciary (AIF) designation as one of the "Ten Most Wanted" designations. The company prioritizes the interests of investors, ensuring fiduciary duty is at the forefront of its operations. Larry Matson, an established financial advisor and retired Air Force veteran, brings 35 years of experience in independent advisory services. As a proud National Association of Insurance and Financial Advisors (NAIFA) member, Larry holds both Accredited Investment Fiduciary (AIF) and Life Underwriter Training Council Fellow (LUTCF) designations. He dedicates his expertise to educating clients on debunking financial myths that could negatively impact their personal financial health. Derek Matson contributes over 24 years of experience in high-level roles from agency management to estate planning strategy, while maintaining active involvement with NAIFA at both state and national levels. Loren adds nearly two decades of guiding business executives nationwide through strategic consulting in operational efficiencies and investment safeguarding strategies, leveraging his disciplined approach learned during his tenure as a West Point Cadet. Bart McCune's expertise lies in disability income protection, often revered for his comprehensive strategy on protecting individuals and businesses against uncertainties with sound insurance plans. Keith Matson applies his insights from leading the Northern Utah Association of Health Underwriters to developing quality employee benefits packages. Kurt Matson contributes 25 years of growth equity management experience combined with active participation as a finance professor and public speaker, addressing investment market dynamics. Underpinning their approach is Jeff Matson's legal acumen in business planning and structure, provided by Bennett Tueller Johnson & Deere. The leadership team emphasizes the importance of solid financial plans for personal and business success, facilitating effective decision-making processes that ensure future security and prosperity. The company maintains transparency on its website, matsonfinancialgroup.com, where general information regarding their services is accessible for potential clients. Matson Financial adheres strictly to compliance guidelines ensuring that no legal or tax advice is dispensed directly through the platform; instead, they encourage consultations with qualified professionals in these respective fields. With a distinguished history since its revival on October 29, 2012, and an active engagement until the latest annual report submission for the year 2024 dated March 11, Matson Financial Group continues to empower business owners and families towards financial clarity and independence.