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Matt Samson, CPWA®, MBA

Empowering Military Members and Veterans Towards Financial Freedom

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ILS Financial Matt Samson, CPWA®, MBA
Omaha, NE

Serving Clients Nationwide

Empowering Military Members and Veterans Towards Financial Freedom

402-281-0447

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Matt Samson. With a distinguished career spanning over twenty-one years of active and reserve service as a United States Marine flying the F/A-18 "Hornet," I bring a wealth of professional experience to the financial services industry.

In 2014, I made the transition from military service to financial planning, discovering my true calling as a Financial Advisor. The immense pride I felt when presenting clients with a tailored plan and process to help them achieve their financial goals fueled my passion for this work. It was this passion that led me to establish Integrated Lifestyle Strategies Financial—a place where I could meet clients where they are, assist them in designing the lifestyle of their dreams, and leverage a refined and structured process to help them reach for those dreams.

➡️ Education

My academic journey includes studying Actuarial Science at the University of Nebraska – Lincoln, where I earned my Bachelor of Science Degree. Furthering my education, I obtained a Masters of Business Administration from the University of Nebraska – Omaha and a Certificate in Wealth Management Theory and Practice from the Yale School of Management. Additionally, I hold the esteemed Certified Private Wealth Advisor® (CPWA®) certification from the Institute of Investments and Wealth.

➡️ Ongoing Dedication to Service

I continue to proudly serve our nation as a member of the United States Marine Corps Reserves, where I currently serve as a Space Operations Officer.

➡️ Embracing Life Beyond Work

Outside of the financial world, my wife Laura and I relish spending quality time with our three lively boys and two adorable dogs. We are avid enthusiasts of all things Disney and cherish our travels, particularly to the captivating Low Country of South Carolina. Engaging with our local sports community is also a significant part of our lives, as I coach baseball and tackle football at both the youth and high school levels.

Professional Designations

  • Certified Private Wealth Advisor (CPWA)
  • Master of Business Administration (MBA)

Primary Location

10050 Regency Cir, Suite 533 Omaha, NE 68114

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Commissions
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free Fit Call. We initiate our journey with a brief yet meaningful conversation. Through a Fit Call, we aim to learn more about you, your aspirations, and whether our services can provide genuine value. This initial connection sets the foundation for our partnership and ensures that we are aligned in pursuing your financial well-being. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At ILS Financial, we are dedicated to serving military members approaching retirement/transition, veteran business owners, and executives with tailor-made financial solutions that help them reach work optional lifestyles. We understand the unique challenges and opportunities that come with military service and offer customized strategies to help you achieve financial freedom.

✅ Preparing You for Financial Success

As you prepare for critical financial events such as transitioning from the military, planning for retirement, selling a business, receiving an inheritance, buying a recreational property, or proactively planning for your legacy, our comprehensive resources and extensive experience are here to support you. We aim to simplify complex financial matters, providing you the peace of mind to focus on what truly matters – your work, your family, and the things you enjoy.

✅ Embark on Your Financial Journey with ILS Financial

Take the first step towards financial freedom. Schedule a consultation with us today to discover how our expertise and dedication can empower you on your financial journey. Together, we will chart a course to help you navigate even the most challenging times and unfavorable conditions. Your work optional lifestyle awaits.

Education

University of Nebraska at Omaha, Master of Business Administration (MBA), Executive MBA | University of Nebraska-Lincoln Bachelor of Science (B.S.), Business Administration and Management, General

Hobbies and Interests

  • Family
  • Sports
  • Traveling

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Military
  • Veterans

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Looking for a Financial Advisor in Omaha, Nebraska?
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