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Matt Bacon
Male
Olathe
United States - Share
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Profile Information
- What city do you live in
- Olathe
- Where do you work and what do you do
- Heritage Advisors, Financial Services
- Tell us about yourself
- I work with individuals and small businesses to identify areas which our team here can optimize, including employee benefits, family benefits, financial planning, financial risk management, executive needs, and investment services. We are an entirely independent team providing individually tailored financial solutions to our clients on their behalf, and do not represent any companies exclusively. At Heritage Advisors, we have a 98% retention rate on all clients measured on a 27th month cycle. This outstanding loyalty is a direct product of our belief that only what is best for our clients long-term will be recommended as we work through their finances for the rest of their lives. Our team of professionals operates on the premise that no single individual can address the multiple and complex issues that today's individuals, families, and businesses face. As with any successful team, we each focus on our own area of knowledge and experience. Blended together, we are able to address and solve financial problems for every one of our clients. We've proven it and we're proud of it.
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