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Michelle Maton
Certified Financial Planner at The Planning Center,
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Work Experience
Certified Financial Planner
Sep 2015 - Present · 9 years and 4 months
Registered Life Planner
Sep 2003 - Present · 21 years and 4 months
Sudden Money Advisor
Nov 2000 - Present · 24 years and 2 months
Company Details
11-50 Employees
The future is no more uncertain than the present. Let's start a conversation... Mission: • A safe environment for you to talk about money • A filter against the noise and chaos of the financial markets • Direction and implementation of complex, inter-related planning strategies • Objectivity and perspective regarding your situation • A guide in helping you create choices and making decisions • Simplification and organization of your financial life Company Overview: The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client’s financial plan according to your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind.
Year Founded
1998
Social Media
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Industry
Financial Services, Administrative & Specialty Services, Employment Services, Human Resource Services, Marketing & Sales
HQ Location
1615 5th Avenue Moline, IL 61265, US
Keywords
Fee Only Financial PlanningJohn Deere Employee BenefitsLife TransitionsRetirement PlanningDivorce PlanningRecently Widowe
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