
| 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
