PROFESSIONAL PROFILE
Matthew Little
www.northeastia.com
Professional Approach
*Comprehensive financial planning
*Protecting your assets
*Minimizing taxes
*Investment stategies using tactical management to preserve assets
Matt Little is a seasoned professional in the financial industry. He began his career twenty-seven years ago with Putnam Investments. There, he was exposed to some of the best money managers in the industry. After Putnam, Matt moved to Edward Jones and Citizens Investment Service before realizing that the best way to serve his clients was at Northeast Investment Advisors where he would have the freedom to use the knowledge he developed over the years to provide the high standard of service every investor deserves.
When a client starts working with Matt, he has found that to be an effective financial planner, it is a multi-step process. He will first get to know a client, learn about their financial needs and goals in the present and the future and assist in building a plan to help them enjoy their life all the way through their retirement. The next steps would be to organize their information and formalize a plan customized to the client and their needs and desires.
The first year of working together involves implementing the plan Matt develops with the client, educating them on the market and how their positions fit into the plan to acheive their goal. The realtionship would continue through the years with quarterly meetings and phone conversations monitoring the plan and tweaking it as the market may require so that your goals will be reached with great success.
Our lives are made up of many different aspects, let Matt guide you through the financial piece so that you can enjoy your life to the fullest!