For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
As a Financial Planner my goal is to help my clients accumulate, protect, and distribute their wealth in the most tax efficient way possible.
My focus is to provide personalized guidance and advice to my clients no matter where they are on their financial journey.
I'm Most Proud Of: Hearing from my clients about how the work we did together is making a difference in their lives. There is nothing better!
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.
Exploring Financial Strategies
We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
- Property & Casualty: KY, OH
- Variable Annuities: IN, KY, MI, OH, TX
- Securities License: IN, KY, MI, NC, OH, TX
- Variable Life Insurance: IN, KY, MI, OH( TX License #2660111)
- Fixed Annuities: IN, KY, MI, OH( TX License #2660111)
- Life Insurance: IN, KY, MI, OH( TX License #2660111)
Matthew Rupe is associated with the Mid America Financial Group Office, 4349 Easton Way, Suite 100, Columbus, OH, 43219-6138, Managing Director: John Begley, Phone: 614-472-2707. Matthew Rupe offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Matthew Rupe offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.