410-629-0357
9928 Old Ocean City Blvd., Suite 2
Berlin, Maryland 21811
Matt Repass
Matt Repass
Investment Advisor
Bringing with him 29 years of experience in both the investment and insurance arenas, Matt came to Key Financial Services in 2015 to continue his work as an independent financial advisor for the clients he serves. Matt focuses on retirement income planning and designing conservative financial plans.
A strong proponent of financial education and the need for people to have this vital information whether they are approaching retirement or already there, Matt has been conducting workshops dedicated to this education since 1992. These comprehensive 5 – 12 hour workshops have a provided thousands of attendees across Maryland & Delaware the importance of having a straightforward written plan for how their income will be managed throughout their lives. Matt aims to provide his clients with a life of less worry about financial matters and more time enjoying what they worked so hard to attain.
Matt, his wife Sharon, and daughter Megan, live in Berlin, MD. Matt’s youngest daughter Michele lives in Arlington, VA. Matt & Sharon both enjoy spending time playing golf, going to the beach and fishing in and around Ocean City. Matt is active in the community where he serves on the Investment Sub-committee, Corporate Board and holds some of his workshops at Atlantic General Hospital in Berlin.
A strong proponent of financial education and the need for people to have this vital information whether they are approaching retirement or already there, Matt has been conducting workshops dedicated to this education since 1992. These comprehensive 5 – 12 hour workshops have a provided thousands of attendees across Maryland & Delaware the importance of having a straightforward written plan for how their income will be managed throughout their lives. Matt aims to provide his clients with a life of less worry about financial matters and more time enjoying what they worked so hard to attain.
Matt, his wife Sharon, and daughter Megan, live in Berlin, MD. Matt’s youngest daughter Michele lives in Arlington, VA. Matt & Sharon both enjoy spending time playing golf, going to the beach and fishing in and around Ocean City. Matt is active in the community where he serves on the Investment Sub-committee, Corporate Board and holds some of his workshops at Atlantic General Hospital in Berlin.
Cell: 443-859-1106
Office: 410-629-0357
9928 Old Ocean City Blvd., Suite 2Berlin, Maryland 21811
Phone:
410-629-0357Fax:
410-629-0577
* Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Key Financial Services and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Key Financial Services and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claimsâpaying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.
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