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MATT O'BRIEN, CF2®
CERTIFIED FINANCIAL FIDUCIARY
President and CEO™

I’m glad you are here! and hope you find our educational information and retirement services helpful for your retirement.
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My name is Matt O’Brien. For the last 25 years , I have been helping retirees and pre-retirees protect their portfolios and income streams. My goal is for my clients to retire with comfort, confidence and certainty, regardless of what the market is doing.

MY CAREER

I began my career in 1992 helping seniors with Medicare and LTC planning. I transferred into banking with a big regional commercial bank on the east coast. From there, I was recruited to develop and implement a Wealth Management program at a local community bank and became VP of Wealth Management. I held that position for 17 years earning top honors in several areas concerning investments and insurance. As a result, I subscribe to a conservative planning approach (defense wins championships) to income, wealth, and estate protection. If you’re an average investor, retirement’s once in a lifetime, why risk it?
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I am a CF2® (Certified Financial Fiduciary). I believe being a fiduciary is imperative when working with my clients. I want my clients to know that I am obligated to ALWAYS put the needs of my client first by upholding to the highest moral, ethical and fiduciary standards. I am passionate and relentless about using my education, experience & strategies to protect your retirement.

MY LIFE

I reside in Oxford, Ct with my wife and three wonderful children that keep our life full and exciting with all the joys of parenthood. We are active in several community social and sporting groups. I have been a board member for SONCCA (Seymour-Oxford Nursery and Child Care Assoc.)and an active supporter of many local United way and YMCA charitable activities throughout the years. I have a love for the outdoors, and you can often me golfing fishing and spending time with our four-legged best friend Lexi.
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If you’re more conservative and can’t afford to lose money in retirement, I would love the opportunity to connect with you and share how I help protect and preserve your retirement.
Retire With Certainty

We are a proud member of the Safe Money Places Agent Network

What's the Safe Money Places Agent Network?

The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy. 

The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe. 

Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
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Please visit our educational website www.SafeMoneyPlaces.com for more information. 

ASK US A FINANCIAL QUESTION

Everyone’s financial situation is unique and there is no such thing as a one-size fits all retirement plan. Ask us questions and get real answers. ​