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Matthew Richman

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Matt started his career over a decade ago while serving as a Military Police Officer in the Army and graduating from Iowa State University. Upon starting his career, he focused on Medicare and retirement age clients and knew right away that this was for him as he had a natural connection working with individuals and families in the retirement age group. After a couple of years, he knew that while helping seniors with Medicare and Long-Term Care strategies was very fulfilling and beneficial to seniors… there was so much more he could do to help them have the retirement they had worked so hard for and deserved! So, for the last 10 years Matt has been helping thousands of clients build and protect wealth with zero principal risk and achieve their financial and retirement goals utilizing cutting edge insurance concepts. Using these strategies, Matt has been able to help his clients eliminate all the guesswork. That way they can devote their time and energy traveling, spending time with their families, and enjoying life because they have a system in place that eliminates the risk of losing value due to market downturn/correction or uncertainty. Additionally, it can provide guaranteed lifetime income so that they can never outlive their money! Outside of work, Matt enjoys spending time with his family, his wife and their 4 children, which usually consists of kids’ games and activities. He also enjoys working out, bicycling, and being outdoors. He and his wife Megan also enjoy going out to dinner, golfing, meeting up with friends and vacationing.

Professional Experiences

Languages

English

Groups / Clubs

NAIFA

NEA

BBB

Area of Expertise

Retirement Income Planning

Social Security

Medicare

Life Insurance

Professional Licenses

Certified Financial Fudciary

National Social Security Advisor certificate holder

Retirement Income Certified Professional

Certifications

Education

Bachelors, Iowa State University

Instructor Events

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