Financial Planning and Fiduciary Responsibility with Matthew Adrian

Jun 22, 2020

Matthew Adrian of G5 Financial Group specializes in establishing and monitoring retirement plans for his clients. Plan types include 401(k) and 403(b), profit sharing and non-qualified deferred compensation. He also works with small businesses on their strategic planning and assists individuals with their individual investment management.

On this week’s episode, Matthew shares his journey into finance, shares some overarching philosophy that people should consider when thinking about their financial goals, discusses his philosophy on giving back to the community, and shares a great story about legendary University of Alabama Football Coach Bear Bryant.

Hosted by Colorado Business Roundtable President Debbie Brown.

Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC