We’re not planning with the expectation that everything will go exactly right.
We hope it will, but we also plan for the unexpected. Our job is to make sure that you’re still OK financially if things don’t go the way you want, so we look at more than just your investments. We consider things like life insurance, estate considerations, Social Security and tax implications. By looking at the full financial picture, we can better plan for potential curve balls.
Understanding is the key to good decisions.
When you work with Matt, he is your advisor, not decision-maker. You’re in control of your future, so you make the decisions. We’ll help you identify the choices you have, as well as the potential outcomes and implications of your decisions, so you understand what you’re doing and why you’re doing it.
Matt Schellman, AAMS®
Financial Advisor
314.394.1671
As a registered investment professional since 2001, Matt has always taken a common-sense approach to investing that includes proper asset allocation and risk tolerance.
Allison Tatum
Administrative Assistant
Allison joined Cornerstone Wealth Management in 2014 in client service. She serves as a first point of contact for clients with questions, account needs and appointments. Allison has deep experience with LPL’s account management...