Age Omne Bonum

(translation – "Do All Good Things")

We strive to help our clients "do all good things" by engaging with them in the financial planning process, creating deep and meaningful relationships that last for generations. Your Financial Security Is Our Business.

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MATTHEW ALLGOOD, MBA, CRPC®, CFP®, CKA®

Principal & CERTIFIED FINANCIAL PLANNER™

Matthew grew up the 5th child of a small-town Southern preacher. Growing up in those circumstances instilled in him the values he brings to his work today. Combining that with a solid education and credentials from top universities like Vanderbilt University, where he studied Public Policy; Northwestern U’s Kellogg Graduate School of Management, where he earned an MBA in Marketing & Finance; and DePaul University, where he earned a Certificate in Financial Planning, Matthew has the depth of knowledge and understanding to give quality advice to his clients. His 4 years as a banker in commercial lending pre-MBA, and 8 years of Corporate Finance post-MBA work also give him non-advisory, ”real-world” experience to help him identify with clients and the challenges they face.

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Our Process

We create strategies that are tailored to your needs and goals.


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Who We Are

Have a look at our specialized services and see if they suit what you're looking for.


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Our Services

There are many financial products in the market, let us help choose the products best suited to your situation.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Blogs

Matthew Allgood, MBA, CRPC®, CFP®, CKA® |
1-Minute Video: Here’s how laddering works. This strategy is based on the investment principle that the longer you commit your money, the higher your rate of return will be. For instance, A 5 year CD pays more than a 1 year CD. A ten year surrender annuity pays more than a five year. But you don’t want to tie up all your money for a long period in case you need that money. Or maybe...
Matthew Allgood, MBA, CRPC®, CFP®, CKA® |
1-Minute Video: What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The base of the pyramid is preparing for life’s uncertainties. Insurance is the most cost-effective way to deal with this. Insurance can include life and health insurance, disability insurance, long-term care insurance, home and auto insurance and insurance...
Matthew Allgood, MBA, CRPC®, CFP®, CKA® |
1-Minute Video: If you’re nearing retirement, you may need to consider asset allocation in a different way. Be aware that asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. When you were younger, you may have invested in stocks and mutual funds for the growth and perhaps the diversification offered. You had time on your side. You invested for the long haul and could weather the ups and downs of the stock...