Matthew’s time is spent educating Physicians and Dentists on the many aspects of the Financial and Holistic Planning spectrum. Matthew frequently lectures to students, residents, fellows and attending physicians on the following items: Disability Insurance, Life Insurance, 0% Down Payment Physician Mortgages, Debt Repayment Strategies, Retirement Planning, establishing a Credit History, Creating an Emergency Fund and Budgeting. I am an Independent Agent which allows me to make recommendations specific for my clients’ needs.
Matthew understands that meeting the Insurance and Financial needs is different for every client and as a result, Matthew maintains relationships with over 20 insurance companies and countless investment companies, which allow him to bring appropriate/suitable solutions to his clients, given their specific situation.
Specialties:
Asset Protection
Wealth Building
Distribution Planning
Asset Optimization
Student Loan Consolidation*Tufts Medical Center
Direct: 646-823-6066
Email: [email protected]
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Drs Choices Insurance Services, Inc.is not an affiliate or subsidiary of Guardian. CA Insurance License Number – 0J12287, AR Insurance License Number – 8513314.