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Company Overview

A Business Built on Honesty, Trust, and Experience

Family Financial Goals was officially founded in 2021, but our roots are much deeper. Our founders, Mike and Matt, have worked together since 2006, supporting one another and their clients with their shared experience and specialized services. While we have since grown, we maintain a small-business feel with a personalized approach that keeps us grounded and connected with our clients.

We don’t just get to know your finances; we get to know your life, your family, your concerns, and your dreams for the future. We create close relationships with our clients, and often meet with them in their own homes. Mike travels around the country so that he can have the opportunity to meet with as many clients face-to-face as he possibly can. You’ll even get a call from him and his son, John, to sing you “Happy Birthday” each year. (Don’t worry, they’re actually pretty good!)

With Family Financial Goals, you’re not just a profile in our software or a number on the screen. You’re a member of the family.

Specialized Knowledge for All Your Needs

We know that no single advisor can be an expert in all financial planning and insurance services. We each have our talents and unique experiences that help us to become truly a leader in certain areas—and we put all of that knowledge and talent to work for you.

Our team-focused, client-centered approach ensures that you’re always working with the advisor best suited to support you in your financial plan. And if there’s ever anything we can’t help you with, we have access to a nationwide network of specialists through Ed Slott’s Master Elite IRA Advisor Group, which includes estate lawyers and other experts that can help us to support you on your financial journey.

Sit Down with Us Today

If you’re ready to take control of your future, we invite you to reach out to us and schedule an appointment. We’ll meet with you in whatever way you’re most comfortable—over the phone, on a video chat, in our offices, or even in your own home—to discuss your unique needs and goals. Give us a call today, and let’s start planning a more secure future for you and your family.

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