Retirement Planning
3 articles
A Major Life Transition Can Be the Right Time to Revisit Your Financial Plan With John Mateyko
Major life transitions like a new job, marriage, or inheritance are ideal times to revisit your financial plan, as they change the underlying facts of your financial situation. John Mateyko, a Fiduciary Financial Planner, emphasizes identifying what changed, rebuilding cash-flow, and reviewing new benefits to update your plan effectively.
GLB Financial Services: Your Ultimate 2026 Guide to Financial Planning for Military Families
GLB Financial Services, a Williamsburg-based firm, offers personalized financial planning, life insurance analysis, and SGLI conversion guidance for military families. Founded by a retired Army officer, they help service members and veterans navigate unique financial challenges.
Why Atlanta's Top Families Choose John Mateyko for Comprehensive Financial Planning
John Mateyko, a Fiduciary Financial Planner and Managing Partner of IDEX Financial, offers comprehensive financial planning services for top families in Atlanta and Serenbe. With over two decades of experience, he helps clients balance multiple financial priorities, from retirement and education to wealth preservation and legacy planning.