Generations Financial Management
Helping people understand their financial situation and showing them the real-world impact it has on their lives
Generations Financial Management · Heath, Texas
Is this you, Nathan?
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About
Everyone has a plan, but does yours actually get you where you want to go? We help you understand your money and how it can work for you. Then we help chart the path for you to reach your goals efficiently and effectively.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Executives
- Founders
- Pre-retirees
- Early-career professionals
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Estate Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Individual Tax Services
- Debt Management
- Charitable Giving
- Financial Advice & Coaching
- Portfolio Management
- Risk Management
- Stock Option Planning
Structured record
| Name | Generations Financial Management |
|---|---|
| Firm | Generations Financial Management |
| Location | Heath, Texas |
| Fee model | Percentage of Assets (AUM) · One-Time Financial Planning Fee · Flat Fee/Retainer |
| AUM | $100M - $500M |
| Founded | 2017 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Investment approach | Active management |
| Website | www.gfmrockwall.com |
| /nathan-mateer-cfp%C2%AE-446883b9/ |
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Specialties
- Small business owners
- Retirement planning
- Equity compensation