Matthew Broom, CFP®
Matthew Broom is a wealth planner for CI Brightworth, an Atlanta-based wealth management firm. He serves high net worth clients in the areas of retirement planning, investment management and comprehensive wealth advice. A former firefighter and paramedic, Matthew uses his real-world problem-solving expertise to develop customized financial strategies for the firm’s clients.
Website: www.brightworth.com/ (opens in new tab)
Latest articles by Matthew Broom, CFP®
Young Professionals Could Avoid Six Figures in Lifetime Taxes With an HSA
health savings accounts Running the numbers shows how health savings accounts could save one couple $160,000 in taxes. With open enrollment coming up, millions of workers should consider this tool’s benefits.
Too Busy to Study Your Company's Health Insurance Options? Do These 4 Things
health insurance Yes, it's a tedious task. But one hour of your time could be worth thousands of dollars. A former firefighter and paramedic turned financial planner shows how to maximize your benefits.
By Matthew Broom, CFP® • Published