Matthew T. Whitcomb has been assisting clients with their financial planning needs since 2009. His primary focus lies in providing comprehensive financial planning, with special attention to mitigating risks that are frequently overlooked in traditional planning approaches.
Matt is passionately committed to empowering his clients to make financially impactful decisions that will benefit future generations. His desire to serve others and his aspiration to be a guiding light of success within his community drive him. He is dedicated to effectively communicating complex solutions in a way that is easily understandable, ensuring that his clients feel supported and informed.
Fully Integrated Financial Planning
Dynamic Retirement Income Strategies
Converting your retirement savings into income is an evolving process that requires proactive management. Matt is dedicated to implementing a robust strategy aimed at enhancing predictability and minimizing the risk of outliving your money.
Tactical Defensive Investment Management
The market risks of today are frequently underestimated. Matt specializes in portfolio strategies that aim to maximize gains while minimizing losses in the face of current market volatility.
Risk Management
Investments are just one aspect where we face potential risks. That’s why Matt advises taking a comprehensive look at various areas of your life, such as health, homeowners insurance, and long-term care planning, to ensure your overall well-being.
Tax and Estate Planning
Matt will collaborate closely with your tax and legal experts to meticulously devise and execute strategies aimed at positioning you and your heirs in the most advantageous tax bracket possible.
Our Team
Matthew Whitcomb, CFP®
Lead Financial Planner and Client Advisor
With a strong focus on service, Matt assumes the role of our principal financial planner, dedicated to assisting you in consolidating all your financial matters into a comprehensive strategy.
Alexis Kiefer
Administrative Assistant
Alexis’s exceptional expertise in account management, reporting and planning, communication, and client management plays a pivotal role in our success in client onboarding and service.
Jeffrey M Hochwalt, CLU®, ChFC®
Partner and Bank On Yourself Professional
One of just 200 life insurance agents nationwide to achieve Bank On Yourself Professional status, Jeff boasts 42 years of extensive experience in insurance and estate planning within the financial services industry.
Ginny
Health & Wellness Advisor
Ginny is the enthusiastic advocate for our work/life balance, making sure we nap, snack, and enjoy outdoor activities as much as possible. In addition to her official role, she takes her job as head of security very seriously, informing us promptly about any UPS, FedEx, or Amazon deliveries – especially the urgent ones (like the delivery of a new batch of kibble).
Janelle Lind
Operations & Compliance
Janelle confidently boasts over 15 years of expertise in advisor compliance and supporting business operations.
About Matt
It Started in 2007
Matt started his financial journey in 2007 as a sophomore studying Finance at the University of Iowa. It was the same year he met his wife, Erin. In the years that followed, Matt had a front-row seat to the financial turmoil our country was facing. He began an internship with Northwestern Mutual in 2009, where he learned the basics of life insurance and risk management. Shortly after his graduation in 2011, he began working in 401(k) and investment account administration in Chicago. It didn’t take long for him to feel the pull of nature and mountains, and he headed west for Colorado. In 2012, Matt began work as a service advisor for Financial Resource Partners, LLC. Within a few years, he developed a reputation for excellent customer service and problem-solving. As his experience grew, he took an ever-increasing role, now meeting with clients face to face and helping to design financial plans. From 2017 to 2022, he grew their investment business significantly, offering his advice to hundreds of life insurance clients who previously were not receiving help with retirement planning or investments. He strongly believes in the model of “service to others is service to self,” with 2024 marking his 8th year as a mentor with Big Brothers Big Sisters of Colorado. Matt, his wife Erin, and daughter Annie reside in Centennial, CO.
Matthew Whitcomb, CFP® 