Basic Information
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Company
Summit Financial Group -
Phone
5136862874 -
Mobile phone
5132651737 -
Email
mdaniels@summitfn.com -
Describe How You Would Like To Be Introduced Via Email
Matthew Daniels is the Director of Retirement Plan Services at Summit Financial Group and he can assist you in all aspects of your business retirement planning. He offers existing plans a complimentary fiduciary review to benchmark fees and investments along with a comprehensive evaluation of Third Party Administrative and Recordkeeping Services. He also helps businesses without a retirement plan get one established and launched while educating participants about a healthy financial future. -
What is your "why"? Why do you do what you do?
I help business owners, plan sponsors and dedicated fiduciaries implement and operate business retirement plans like 401(k)s. I have a passion for my work and have dedicated my career to this individual pursuit of niche excellence. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) Do you currently have a business retirement plan, like a 401k?
2) Are you happy with your current retirement plan advisor if you already have a plan?
3) Are you interested in educating your employees and helping them build long term financial success with an advisor they will know by name and have personal access to? -
Unique Selling Proposition
I am highly specialized in small business 401k advisory services and am intimately familiar with start-up tax credits for new plans and equally familiar with cutting expenses for existing plans. I emphasize plan design efficiency to assist sponsor in long-term plan success. But, an additional sterling value is in participant education and counseling. -
About me
I am married with two sons and a step-son. I am a licensed amateur boxing coach and official and have a profession background as a journalist. I am a baseball fanatic with one son committed to playing college baseball at Heidelberg University and another that is being heavily recruited. Both attend high school at CHCA. My step-son attends Mariemont Elementary. -
Profession
Financial Advisor, 401k -
Title
Director of Retirement Plan Services at Summit Financial Group -
Hobbies and interest
Baseball, boxing, music, literature and film. -
Website
www.summitohio.com
Contact Information
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City / Town
Loveland -
State
OH -
Zip
45140 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/profile.php?id=61551776360621 -
LinkedIn Profile
https://www.linkedin.com/in/matthew-daniels-261284114/
Education
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College / University
Northern Kentucky University