MATSON FINANCIAL GROUP, INC.
PALM CITY, FLORIDA

Fiduciary (adj.): Involving trust, especially with regard to the relationship between a trustee and a beneficiary: the company has a fiducuary duty to shareholders. Larry Matson has been an independent financial advisor for 35 years and is a retired Air Force veteran. He is a past chapter president and current member of the National Association of Insurance and Financial Advisors (NAIFA) and has earned the Accredited Investment Fiduciary (AIF) designation and the Life Underwriter Training Council Fellow (LUTCF) designation. He educates both clients and potential clients about how properly managing their financial resources and businesses can help them achieve financial control and financial freedom. Larry specializes in helping his clients understand that they have grown up with harmful myths about how money works and how those myths degrade their personal finances and their retirement plans. He enjoys building long-term relationships and only recommends something to a client that he would do himself. Larry has a passion for helping others achieve their financial dreams and objectives. He always does what is right for the client first. Derek has more than 24 years of experience including membership in the Million Dollar Round Table, recruiter and trainer of financial advisors, agency manager, and advanced estate and business planning strategist. He’s served as the state president of the National Association of Insurance and Financial Advisors (NAIFA) and currently serves on their state board. He graduated from Southern Utah University with a degree in business and finance. Loren has enjoyed nearly two decades of success coaching and advising business owners and executives on how to increase profitability through improving operational efficiencies, marketing campaigns, organizational development and relationship building and then growing and preserving those profits from unnecessary risk and taxation through sound investment strategies. While he holds a Bachelor’s Degree in Philosophy from George Washington University, Loren primarily attributes his ability to balance a rich family life, professional success, and extensive community service, to the discipline he learned as a Cadet at West Point, the United States Military Academy. He is now excited to assist the advisors affiliated with Allegis Advisor Group in a similar fashion. Bart is known as “The DI Nut” because of his passion for disability income protection. Since 1992 he’s assisted insurance professionals and their clients locate and implement disability insurance to protect them and their businesses. He shares the seven uses of disability income insurance that individuals and business owners may find helpful in protecting themselves. Keith served as the president of the Northern Utah Association of Health Underwriters (NUAHU) for 3 years. As a business owner himself, Keith understands the need for quality employee benefits package that provide great value. Kurt has 25 years of experience. Prior to joining Townsquare Capital, LLC, Kurt was a principal at Alta Capital, a high-quality growth equity manager based in Salt Lake City. During his 12 years with Alta, Kurt helped grow the firm’s assets under management from $300 million to over $3 billion. In addition to his investment work, Kurt is a frequently speaker at investment conferences, universities, and CPA and Estate Planning events. He speak about capital markets inefficiencies and conflicts of interest associated with investment products and brokerage firms. Kurt studied Finance and Economics at Brigham Young University where he currently serves as an adjunct professor and board member of The Ballard Center for Economic Self Reliance. Jeff Matson: Attorney, Legal, Estate and Business Planning; Bennett Tueller Johnson and Deere He also practices in the firm’s business section where he provides counsel to individuals and businesses in a wide variety of business law matters and assists companies with formation, structure, asset protection, trademark registration and contract drafting. One of the most critical decisions you will ever make is choosing a trustworthy and competent financial advisor for your business and personal financial affairs. You can't be effective as an business owner if you are consumed with confusion about your company's financial future. Having a sound, viable and effective exit plan ends the worry and allows you to be more productive and more efficient. We help you escape the chaos and focus on building your business. Matson Financial has been helping business owners and families create solid financial plans for more then three decades. As an accredited Investment Fiduciary our responsibility and priority is the investor first. Financial Planning Magazine named the AIF designation as one of the "Ten Most Wanted" designations. This site is designed to provide general information on the subjects covered. The content is developed from sources believed to be providing accurate information. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Allegis Investment Services LLC, Allegis Investment Advisors, its affiliated companies, and their representatives and employees do not give legal or tax advice. We encourage you to consult your tax advisor or attorney.