Financial Planning & Consulting

Create Financial Freedom

To build and grow your personal wealth you need a partner who truly understands your needs. That’s what Matt Moorehead, CPA is here for. Whether you are planning for retirement or want to grow your kids’ college funds, we can help.

What we do

We help you...

• Save enough for a comfortable retirement. We identify your needs and make sure your retirement funds let you afford the lifestyle you expect.

• College education keeps getting more expensive — which makes planning crucial. We help you determine what funds you need and avoid potential pitfalls.

• Disability and life insurance are crucial to protect your family in a worst case scenario; but the options are confusing and carry different tax implications. We help you find the right solution for you and your family.

• With so many different investment instruments out there it’s hard to know which one is right for you. Without an agenda, Matt Moorehead, CPA helps you pick the solution that ensures your continued financial success.