Overview

My name is Matt Riggins, CEO and Founder of Mash Financial Planning.
My inspiration to become a financial planner stems from the Great Recession. Even after the markets recovered, I kept hearing folks tell me to stay away from the markets. There was so much fear of investing even though the markets were on the climb. I realized that I wanted to help navigate the ups and downs of the markets and their financial lives.

Family is important to me and my family and our life experiences are the reasons I created Mash Financial Planning. My 13-year-old daughter, Bella, has a moderate learning disability and ADHD. When I plan for my financial future, she is an integral part of that planning. There are so many additional factors to financial planning when someone in your family has special needs. I wanted to share my experience, passion, and expertise with other families in situations similar to my own.

My parents own a successful pharmacy and he hired a commission-based financial advisor who didn’t inspire trust or come up with ideas to help them with their financial decisions. For small business owners, hiring a proactive and tax-centric financial planner is an important step they can tale for their business and for themselves. I create my financial plans by researching both the tax benefits and consequences of every financial decision, and craft a plan that is customized to you and your unique financial situation

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...