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PlanVest Federal – Michael Mattison

mattison-photo
Company: PlanVest Federal
Contact: Michael Mattison, ChFEBCSM
Address: 555 Quince Orchard Rd., Suite 280
City: Gaithersburg
State: MD
Zip: 20878
Phone: 301-938-4600
Fax: 301-977-7124
Email: michael.mattison@planvestfinancial.com
Website: www.planvestfinancial.com

About My Practice

Michael C. Mattison, servicing the Washington DC metro area, is a registered advisory representative with PlanVest Federal. The focus of Mike's practice is in the Federal Employee market and he provides a concierge style of service unique in the industry. Mike is a retirement distribution planning specialist who has been published and has trained more than 2,000 financial professionals across the country. A nationally recognized public speaker on financial planning, he maintains the designation of Chartered Federal Employee Benefits Consultant (ChFEBC) and licenses in good standing for Life and Health insurance.

Meet our team of advisors holding the CFP & ChFEBC designations at www.planvestfinancial.com

Offering Advice Since

1996

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations: ChFEBC
Insurance Licenses:   Life & Health
Security Licenses:  Fiduciary Registered Investment Advisory Representative
Education:  Bachelor of Science, Finance

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed

My Association with the Office or Firm

Registered Representative

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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