“Empowering clients to take charge of their financial future.”
Howard Mattson is the President and Founder of Plan ONE Financial Group, a financial services firm built on a commitment to unbiased financial planning and peerless personal service.
Howard’s financial services career began in 1996 with a local securities firm. As the firm’s youngest advisor, he rose through the ranks to become partner and helped that organization become one of the leading offices in the nation for their broker-dealer.
In 2002, Howard left the partnership in search of other like-minded professionals who were willing to measure themselves by a unique standard – one based solely on the success of their client relationships.
From this search, a team of individuals willing to embrace this singular focus began coordinating their efforts. Three principles governed their client interactions:
O – OBJECTIVE advice driven by a detailed, personal
N – NEEDS ANALYSIS along with an
E – EXCEPTIONAL CUSTOMER SERVICE experience.
The name Plan ONE Financial Group was used in recognition of the team effort, core values and process that continues to be an important part of the company’s many lasting and successful client relationships.
Howard believes that being a great financial coach begins by having the heart of a teacher and continues with a willingness to learn. During his career, Howard has earned the designations, Chartered Retirement Planning Counsellor (CRPC) and Registered Financial Consultant (RFC). He holds Series 6, 7, 24, 26, 63 & 65 FINRA registrations and is a registered Investment Advisor Representative through SagePoint Financial, Inc. Howard practices in several states and is also an independent life insurance professional.
Howard’s clients include:
- Entrepreneurs, Educators & Executives
- Accountants, Attorneys & Engineers
- Physicians, Public Servants & Professionals
- Retirees, Heirs & Millionaires
And many others…
Contact us today if the advice and service you’re receiving is not up to the Plan ONE Financial Group standard.
Howard enjoys playing guitar, staying active and spending time with his wife, Michelle. They currently live in Mullica Hill, NJ with their five youngest children and credit their faith for the success they've enjoyed in their marriage, family and personal lives.