Matt Sivertsen, Author at The Planning Center - Page 3 of 3

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What We DO
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When We Help

Support Through Every Stage of Life

Life is a journey with its unique path for each individual and family. Needs change at each twist and turn, and we’re here to meet you wherever you are on your path. We offer flexible, personalized support during every life stage, recognizing the diverse challenges and milestones you may encounter. Our commitment is to provide relevant and timely help, ensuring that you have the support you need precisely when you need it most.

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Who We Are

Meet Our Team

We’re lucky to have a wide range of professionals on our team, including financial planners, tax professionals, and client relationship specialists. You can see our whole team here.

Our Team

Our Executive Team

Brett J Lee, JD, MBA, CSCP

Amy Tessmer, CPA

Matt Mercer

Eric Kies, CFP®
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Jude Boudreaux Featured in CNBC Article

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Tax Planning vs. Tax Preparation: Why You Need a Strategy

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Retirement, Legacy, and the People Behind the Planning with John Longstaff

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We are proud to have seven office locations throughout the US that are happily serving clients locally and nationwide. Find the right location for you and view all locations here.

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Contact Us

Golf Caddies and Financial Planners

by Matt Sivertsen Recently an online headline caught my attention. It read, “Why do professional

Sometimes the Answer Should Be No

By Matthew Sivertsen – A recent article in the Washington Post by financial columnist, blogger

One way out of a student debt crisis – CNBC

Matt Sivertsen, CFP® quoted on ideas to consider before taking student debt and how to

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Phone: (888) 333-6986

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

FRESNO
7112 North Fresno St.
Suite 315
Fresno, CA 93720

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
1650 West End Boulevard

St. Louis Park, MN 55416

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