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Matthew Sivertsen, CFP®, CeFT®

Partner/Sr. Financial Planner

Quad Cities

I am passionate about helping clients understand the complex world of finance, and giving them the knowledge and tools to better understand their financial lives. Among my long-term goals as a financial planner is to be a catalyst for creating conversations about money for multiple generations of families. One of my biggest accomplishments has been pioneering a net worth and income compensation model that better aligns our fee with how we work with our clients. The model works well across various income and asset levels enabling us to serve people of all ages and generations, achieves a totally conflict free situation and can potentially reduce management fees to deliver greater value for our clients. The highlight of my career has been appearing in a feature article about retainer models on the cover of Financial Planner Magazine with my Moline partners.

“The bridge between knowledge and skill is practice. The bridge between skill and mastery is time”

When I am not working, I enjoy spending time with family and friends. I play the saxophone in Minus Six, a pop/rock original group, and sit in with other rock and jazz groups throughout the Quad Cities area. I am a runner, cyclist, swimmer, snow-skier, and golfer. My wife Laura works for Deere & Company Equipment Company (more commonly known as John Deere), and we stay active trying to keep up with our son Christopher and our border collie Stella.

Credentials

Affiliations: Fee-Only Planning

Areas of Expertise: Life Transitions, Strategic Financial Planning, Cash Flow Coaching, Divorce Planning

Education:

  • Certified Financial Planner Program from The American College 2006
  • BA in Music Performance from University of Illinois at Urbana-Champaign 2001

Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Sudden Money Institute (SMI), Money Quotient (MQ)

Leadership: Quad City Symphony Orchestra Board, Moline Centre Main Street Board, Bix Beiderbecke Memorial Society Board

What inspires me:
The pursuit of mastery

Most effective saving tip:
The most valuable dollar you will have in retirement is the first one you saved 

My greatest extravagance (under $100):
Drinking craft beer

Favorite destination:
Hawaii

Why I love what I do:
I love to be inspired by those around me

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

50
Year Vision

Forward Looking

We make decisions with future generations in mind

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Independent

Objectivity

We listen and keep an open mind

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

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