My Intro
Member introduction template
Hi, my name is Steve Matson, I’m from Zanesville, OH and my company is Matson Retirement Planning. We’re in the Financial Services niche.
I want to get these things from Vanguards:
  1. New Business Growth in AUM
  2. Develop a more streamlined marketing system in house
  3. Using this increased growth to facilitate an easy transition for a succession plan
For fun, I like to:
  1. Spend time with my three young grandkids
  2. Go fishing in my backyard pond with my wife on a nice evening
  3. Travel to new places; we enjoy the mountains of Tennessee, historical locations, & beaches.
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