Tim Mattern, NSSA® Advisor · Willmar, MN
Tim Mattern
Financial Advisor, Stewards Planning Group
Professional Profile
Tim Mattern is a dedicated and knowledgeable Financial Advisor at Stewards Planning Group in Minnesota, specializing in guiding individuals and families toward achieving their financial aspirations. With a focus on financial coaching, investment management, and retirement planning, Tim works closely with clients to create tailored strategies that encompass both their financial objectives and broader life goals.
As a holder of the NSSA® designation in Social Security planning, Tim Mattern brings specialized knowledge of Social Security planning to every client relationship.
As a certified National Social Security Advisor®, Tim possesses the expertise to assist clients in navigating the complexities of Social Security. He provides comprehensive reviews of Social Security options, develops strategic plans aligned with financial goals, and offers support throughout the application process to ensure clients maximize their benefits.
Outside of his professional pursuits, Tim enjoys quality time with his family, staying active, and exploring new travels and adventures. He has a passion for discovering local dining experiences, as he believes that sharing a meal fosters connections and cultural understanding. Trust Tim Mattern to be your reliable partner in financial planning and Social Security expertise in Minnesota.
Disclosure
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency. Avantax Investment Services, Inc. is under separate ownership from any other named entity. Confidentiality Notice: This email transmission and its attachments, if any, are confidential and intended only for the use of particular persons and entities. They may also be work product and/or protected by the attorney-client privilege or other privileges. Delivery to someone other than the intended recipient(s) shall not be deemed to waive any privilege. Review, distribution, storage, transmittal or other use of the email and any attachment by an unintended recipient is expressly prohibited. If you are not the named addressee (or its agent) or this email has been addressed to you in error, please immediately notify the sender by reply email and permanently delete the email and its attachments.
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