
Matthew Sagersemail
Professional Story
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them
Education
University of Oregon (2010-2014)
Hobbies
Weight lifting
Yoga
Pre and Post Natal Corrective Exercise
MeditationCommunity Involvement
Community Service Chair for BNI We Inspire
Languages:
- English
- Chinese – Mandarin
Credentials:
- CLTC®
Specialties:
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Group Benefits
- Business Succession Planning
- Estate Planning
- Investment Strategies
- Financial Education
- Retirement Strategies
Online Services
- CoverpathYou are now leaving MassMutual's website and will be redirected to an advisor's website. Get a quote for term life insurance.
Check the background of this investment professional on FINRA’s BrokerCheck
See Matthew’s Licenses and Disclosures