Welcome !
My name is J. Matthew Clark and I have the honor and privilege to work with my family at Senior Solutions Insurance Agency. I am the third generation broker in our family following the footsteps of my father and grandfather.
Each of us may have an idea of what retirement may look & feel like. For someof us, it may be spending more time with loved ones. Others, may have waited a lifetime to travel or try new exciting things.
I specialize in helping people plan a fulffiling, maintainable & successful retirement. My approach will educate and empower your understanding of Social Security, Medicare and a creating a lifelong income. As a family business we represent your needs and will always go the extra mile when it matters most.
Suprisingly, healthcare costs and Social Security income have not traditionally been included in retirement planning. Traditional financial planners have focused on helping in three areas: savings and insurance (to protect what you have), investments (to accumulate wealth), and legacy (to distribute what you have).
Financial professionals who don't account for health care costs in a retirement plan and who don't tap Social Security's full potential put retirees at risk of not having enough money for your retirement expenses.
When you work with our family, we help prepare you for higher healthcare costs and the possibility of extended care costs and help to make sure your Social Security income is maximized. This approach helps ensure your savings, investments, insurance and legacy are on solid footing. We consider the more complicated pieces that can interfere with your retirement goals, and we help you manage a comprehensive and ongoing retirement plan that addresses longevity risk (outliving your money).
No matter where you are in the retirement process, we'll guide you through key retirement decisions and show you how they may impact each other.
J. Matthew Clark, NSSA®, IRMAACP™
Credentials:
Bachelor of Arts from Florida Atlantic University
Florida 2-15 Life, Health, and Variable Annuity License
National Social Security Advisor (NSSA®)
IRMAA Certified Planner (IRMAACP™)
America's Health Insurance Plans (AHIP) Certification
2-41 Resident Travel Insurance Agent (Individual)
Areas of Expertise:
- Retirement Income Planning
- Medicare & IRMAA Planning
- Social Security Planning
- Business Succession Planning
- Legacy Planning
- Ancillary Benefits
- Florida DROP
