Certified Financial Planner
Matt Gulbransen began his career as a Financial Advisor with Morgan Stanley. Seeking more independence, he moved to a local community bank, Anchor Bank. Matt spent 8 years in their independent platform. Finally, he decided it was time to have total control for clients and joined Callahan Financial Planning.
His primary financial planning philosophy continues to be based on thorough preparation to create a financial plan that ensures a dependable and comfortable retirement income. He holds a degree in Finance from the University of Wisconsin – La Crosse. Matt lives in Woodbury.
Matt is a Registered Representative with Cetera Advisor Networks and an Investment Advisor Representative through our Registered Investment Advisory, AdvisorNet Wealth Management.
Stress-Test Your Retirement
Publication Date: January 2017
Each one of us has individual goals, lifestyles, and experiences that shape the way we travel through life. And yet, so many people still follow broad, one-size-fits-all retirement plans. How does that make any sense?
In Stress-Test Your Retirement, experienced financial advisor Matt Gulbransen does not offer a secret “retirement formula” you can follow. Instead, he provides an abundance of information and strategies you can utilize to tailor a retirement plan to your specific situation.
You’ll discover how to:
•define your ideal retirement
•develop a realistic budget for your future retirement needs
•utilize different retirement savings plans
•invest your money wisely
•minimize taxes in retirement
•protect yourself with insurance
•design an estate plan
Take action today to lay the foundation for your financial future. You’ll not only have peace of mind now; you’ll also have the potential of a carefree, adventurous, and vibrant retirement!