Matthew Stratman

Matthew Stratman

Financial Adviser, Western International Securities

Matt Stratman is a financial adviser at Western International Securities in Southern California. His focus is helping business owners and entrepreneurs who are planning for retirement. With a strong, client-centered approach he creates personalized investment strategies to help them reach their financial goals. Matt is extremely passionate about retirement planning, believing the better prepared a person is, the more fulfilling their retirement will be.

Phone: 424.275.4086
E-mail: mstratman@wisdirect.com
Website: southbayplanning.com
Facebook: www.facebook.com/legacyasset/

401(k) Options After You’ve Left Your Job
401(k)s

401(k) Options After You’ve Left Your Job

Have you been diligently saving money in your 401(k)? What should you do with it when you switch jobs? There are four main options to consider, and on…
July 6, 2020
Financial Keys to Help Weather Coronavirus Crisis
retirement

Financial Keys to Help Weather Coronavirus Crisis

From tips to help reduce pressure on your income to thoughtful ways to support your community, here are four things you can do to get through this cri…
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5 Tips to Help Your Retirement Savings Last as Long as You Live
Making Your Money Last

5 Tips to Help Your Retirement Savings Last as Long as You Live

Avoiding one of the biggest retirement risks out there takes careful planning. Here are five ways to help make sure your retirement portfolio can go t…
March 5, 2020