Matt Ahrens

CIMA®
Retirement, Investing, Small Business
97%
Helpful
94
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3
Articles
12
Followers
“Matt Ahrens, CIMA® works primarily with physicians, small business owners, and young entrepreneurs and has been quoted in such publications as the Wall Street Journal, US News & World Report among others on investment and retirement strategies.”
Firm:

Integrity Advisory, LLC

Job Title:

Financial Advisor

Biography:

As a Financial Advisor at Integrity Advisory, LLC Matt Ahrens is focused on helping business professionals simplify their financial lives and find financial security as they face life's everyday challenges.

Since joining the firm in 2015 as a financial advisor, Matt has overseen the investment management and portfolio construction process for our clients. During this time, he earned the Certified Investment Management Analyst® designation which included an extensive class on portfolio design at the prestigious Wharton School of the University of Pennsylvania. Matt specializes in assisting physicians, small business owners, and young entrepreneurs who often find themselves with little time to manage their own investments.

Matt and his team help their clients track all of their investments in one centralized location and use the information to make sure they can retire when they want to and how they want to.

Education:

BS, Accounting, Washburn University

Assets Under Management:

$135 million

Fee Structure:

Asset-Based

CRD Number:

5308493

All Articles
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June 2018
    College Tuition, Tax Deductions / Credits
April 2018
    Investing, Alternative Investments
February 2018
    College Tuition, Financial Planning, Retirement Savings

All Answers
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    Stocks
If I buy 10 stocks at $50.00 per share, with a 3.2% yield, what will my quarterly payouts be?
100% of people found this answer helpful

$4 if those companies pay quarterly.  10 stocks at $50/share is $500 total invested.  3.2% annual yield is $16 then divide that by four quarters for $4/qtr.  I feel like I just answered a test question for someone.

 

Good luck!

Matt

April 2018
    Financial Planning, Estate Planning, Investing, Choosing an Advisor, Taxes
I'm 37 years old and paying $1,500 per month for a whole life insurance policy; is the high cost worth it for the low yield, or even promised long-term value?
100% of people found this answer helpful
May 2018
    IRAs, Stocks
Is there a limit to how much you could earn in an IRA from a brokerage by participating in the stock market?
100% of people found this answer helpful
April 2018
    Financial Planning, Retirement, Pensions, Social Security, Investing
We have a guaranteed income of 80% of our current working income, and will probably never take Social Security as a result; should we still have $1 million saved for retirement?
100% of people found this answer helpful
April 2018
    Annuities
What should I do with an annuity that I have inherited at age 54?
100% of people found this answer helpful
April 2018