Matthew Gagnon, CFA, CFP®
I help DFW families in their peak earning years get on track for retirement
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Serving Clients Nationwide
I help DFW families in their peak earning years get on track for retirement
Areas of Focus
- Cash Flow
- Faith-Based Investing
- Family and Money
- Insurance
- Investing
- Investment Management
- Medicare / IRMAA Planning
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Setting Up Retirement Accounts
- Tax-Efficient Planning
- Tax-Smart Distribution Planning
- Withdrawal Sequencing
About Matthew Gagnon, CFA, CFP®
I help low-debt DFW families age 45-60 in their peak earning years organize their finances and get on track for retirement.Working in the investment industry since 2007, I've seen the good, bad and everything in-between when it comes to financial advice.
A good adviser can add years to a successful retirement and prevent costly, sometimes devastating financial errors. Fortunately there are many good advisers out there (especially in the XY Planning Network).
Unfortunately, there is also plenty of bad advice from unqualified advisers out there. It can be hard to tell the difference. That can be an expensive lesson. My dad's experience with an adviser in the early 2000s lost him $400,000. I wrote about it here:
https://empowermenttools.net/my-dad-lost-400000-heres-what-i-did-about-it/
I started Financial Empowerment to be different.
As a devoted Christ-follower I help people steward the financial blessings God has put in their hands. As a fee-only fiduciary, my goal is simple: to help you reach yours. If you're wrestling with multiple competing goals, I'll help you prioritize what to focus on first.
I believe in honesty and following through on promises. Finances can seem complicated, but they don't have to be. Ideas that build wealth are often intuitive if explained in plain English.
As a CFP® professional and CFA charterholder, I've devoted my career to pursuing the frontiers of investment management and financial planning knowledge. My aim is to provide the highest quality service for clients, on a level that I would accept for my own family.
Clients I tend to work best with are 45 - 60 years old, making $200K or more per year, with no or low debt outside of their mortgage. I'm based in McKinney, Texas (Dallas-Ft. Worth metro area) but originally from Denver, Colorado. When I'm not building financial plans you can find me playing basketball or doing art projects with my 10-year old daughter or on the mats practicing Brazilian Jiu-Jitsu and Kenpo Karate.
Schedule a free, no obligation call using the link provided and we'll discuss your situation and how I can help.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- CFP Board
- National Association of Personal Financial Advisors
- XY Planning Network
- CFP Board
Primary Location
McKinney, TX, 75070
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- 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 introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Education
University of Denver - Daniels College of Business, BSBA, International Business | Front Range Community College, AA, Liberal Arts
Volunteer Experience
Children's Ministry - Covenant Church, McKinney
Hobbies and Interests
- Church
- Family
- Movies
- Working Out
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Couples
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- High Net Worth
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Pre-Retirees
- Special Needs
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