We have been fortunate to make our home in Corbett since 2012. We were drawn to the natural beauty of life along the river and the opportunity for our 3 children to have a solid education. We have been CAPS parents including all the great music, language, and travel opportunities as well as a CHAMPS family all the way through the senior night and beyond. Making the move to Corbett has been a blessing for us and we continue to build strong relationships within the community.
My financial planning practice went independent in 2014 after 17 years with Fidelity Investments Private Client Group in Portland. Over the last 6 years, I have continued to expand my business primarily through client referrals. Now, I focus my efforts on helping families with more complex estates as well as helping people make the most of their retirement years while ensuring their legacy intentions are met. As an independent fee-based advisor working through Cross Financial Advisors LLC, I have the benefit of having LPL’s massive resources at my fingertips, while acting as a fiduciary for my clients, which is just a fancy way of saying I ALWAYS have your best interests at heart.
We have all learned a lot about what is important since the pandemic started, and there have been sweeping changes coming from Washington D.C. that have changed the financial world around us. The question is, have you kept up? If not, this is a great time to ask for help to better understand how you may benefit from the CARES ACT (No RMD’s this year), EIDL loans, the PPP for small businesses, and all the other historic moves being made around us. A little help goes a long way, especially in Corbett.
Best,
Matthew Conti CFP® MBA
Cross Financial Management
503-915-7770
