Money Matters Financial

Money Matters Financial Money Matters Financial is dedicated to developing lasting relationships with all our clients. Member FINRA/SIPC.

We believe in helping you assess your financial goals and participate in the management of your finances through a well developed financial plan. Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accur

acy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Happy National Teach Children to Save Day
08/02/2021

Happy National Teach Children to Save Day

April 22, 2021, marks the 25th anniversary of a national financial education event for youth.

Is the Fire Movement Right for You?
07/26/2021

Is the Fire Movement Right for You?

Aggressively saving with a goal of retiring early is becoming increasingly popular.

Making Sense of HSAs and FSAs
07/19/2021

Making Sense of HSAs and FSAs

Health Savings Accounts and Flexible Spending Accounts can save you money on healthcare expenses.

Student Loan Options
07/12/2021

Student Loan Options

If you're applying for a student loan, there are several public and private options to consider.

Home Refinance Options
07/05/2021

Home Refinance Options

We look at the major options for refinancing your mortgage, each with their own advantages and disadvantages.

Small Business Money Tips
06/28/2021

Small Business Money Tips

There are practical steps you can take to improve your company's financial health.

Time to Tune-Up Your Financial Plan
06/21/2021

Time to Tune-Up Your Financial Plan

There are fundamental steps you can take to get on-track with your financial plan.

Building Money Mindfulness
06/14/2021

Building Money Mindfulness

There are practical steps you can take to strengthen your financial health.

Planning for College
06/07/2021

Planning for College

The cost of college continues to escalate. If you have children or teens, develop a savings plan to help support their education.

Handling Retirement Shortfalls
05/31/2021

Handling Retirement Shortfalls

How to address retirement savings that aren't stacking up.

Estate Planning 101
05/24/2021

Estate Planning 101

Tips for organizing your estate to preserve your assets for your designated beneficiaries.

Address

497 Columbia Avenue E. , Suite 15
Battle Creek, MI
49014

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(269)9621711

Website

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