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MEET JOHN MATEYKO, APMA®, WMCP™, RICP®
John Mateyko has been a Series 7, 63, 65 Registered Representative (RR) and Registered Investment Advisor (RIA) since 2000. As a Accredited Portfolio Management Advisor (APMA®), Wealth Management Certified Professional (WMCP ™) and Retirement Income Certified Professional (RICP®), John specializes in helping clients create Retirement Income Plans. He firmly believes that retirement income planning requires different skills and tools than those used for wealth accumulation.
Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Advisors have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
The WMCP™ certification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients. It is a progressive qualification comprised of several units: Life-Cycle, Goal Based Planning, Efficient Investment Portfolios, Financial Instruments, Strategic Wealth Management, and Complex Planning Strategies. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
The RICP® educational curricula is one of the most complete and comprehensive programs available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three course credential requires advisors to master retirement income planning, a key focus area not fully covered in other professional designation programs. Areas of study include: retirement portfolio management techniques, mitigation of plan risks, proper use of annuities, employer-sponsored benefits analysis, and determining the best Social Security claiming age.
Advisors who have earned their RICP® designation can provide advice on a broad range of retirement topics including: income needs and objectives, estate issues, risks to existing retirement income, Social Security, health insurance and housing decisions, and income taxation.
In his free time, John enjoys spending time with his wife Slavyana, son Alexander, and their Gold Coast Dog Show “Participation Award” winning dog, Rosco.
John’s Specializes In:
As retirees switch their focus from the accumulation phase of earning and saving to retirement, preserving what you have worked a lifetime to save becomes of high importance. John specializes in showing retirees how to increase rates of return while also protecting their retirement assets from a market downturn.
One of the common pitfalls of retirees is not having a solid and reliable income plan for retirement. It seems simple: take your monthly expenditures, less your income from pensions and social security. The remaining amount is what you will need to withdraw from your retirement savings. But, this is not income planning. This is living in survival mode. Don’t be fooled into thinking an income plan for retirement is a simple matter of addition and subtraction. At IDEX Financial, we consider numerous variables from inflation, taxes, and investment options and then develop a reliable income plan.
As you know, life can easily throw your asset accumulation plan off course. Within a brief period, the nest egg you’ve worked so hard to accumulate can be wiped out by a long term illness, market volatility, or worse. IDEX Financial can help you select and refine the appropriate asset protection and asset diversification strategies that will protect your retirement savings.
Tax Management & Reduction
Everyone prepares their tax return and pays their “fair share” of taxes each year. But, are you truly looking at the whole picture? Without taking a step back and evaluating your investments and their potential tax consequences, you are possibly missing tax savings opportunities and paying more than your “fair share”.
Long-Term Care Planning
IDEX Financial can assist you and your family with long-term care planning. Perhaps you don’t need long-term care today; but being prepared for a long-term illness now can alleviate stress and associated costs in the future.
Procrastination is the leading cause why retirees have not properly planned for retirement. One of the more common pitfalls is not having the proper legal items in order: Wills, Living Wills, Powers of Attorney for Health, and Power of Attorney for Assets. In some cases, a Trust is also essential to ensure that the loved ones we leave behind, inherit a legacy versus a mess.
About IDEX Financial Group LLC
IDEX Financial Group LLC is a PeachCap Family Office. Our mission is to identify opportunities for our clients in the marketplace with no bias towards product or provider. By providing our clients with insights other advisors have not, we add substantial value to the investment and risk management process. We are committed to this endeavor by constant analysis of macroeconomic conditions and by leveraging the leading experts in banking and finance.
IDEX Financial is a financial services company that helps individuals and families understand finance, and benefit from that understanding. Our process is focused on education and encouraging financial discipline. We believe that what you spend, not what you make, will ultimately determine your financial success. At IDEX Financial, we think that great plans are better than great ideas and that execution is more important than planning.
We aim to help you to take meaningful actions that will improve your financial position, regardless of income or assets. We invite you to see, first hand, how we differ from the industry at large and why at IDEX Financial, you should expect more.
IDEX Financial welcomes Dave Ramsey fans!
We are dedicated to helping clients build wealth and protect their hard-earned assets. Because we adhere to the Dave Ramsey SmartVestor Professionals principles for investing, we are often contacted by new clients after they have viewed or listened to Dave’s daily radio program or attended a Financial Peace University class.
Save. Stay out of debt. Plan for the long run.
You have heard this before. Our approach to financial planning follows the same “take control of your finances” strategy that Dave Ramsey advocates. We recommend our clients maintain proper cash reserves, eliminate unnecessary debt, and take a disciplined approach to retirement savings, as well as the other philosophies of “living like no one else, so you can live like no one else.” We know it takes time and energy to find a trusted financial advisor to create a financial plan tailored to meet your specific needs. At IDEX Financial, we pride ourselves on cultivating these relationships based on trust, accountability and transparency.
There’s no cost or obligation for a phone call, video conference, or in-person appointment. We look forward to hearing from you!
Meet John’s Team
Client Service Manager
Marketing & Events
IDEX Financial’s Philosophy
By definition, wealth is a relative term. The secret to accumulating and sustaining wealth is not easy, but it’s simple. You become and stay wealthy by adhering to a financial discipline, and curbing your expenses, whether for your company or your personal life. The concept of abundance is relative to need, so who’s to say what an abundance is?
The first step in creating wealth is managing your needs. The amount of money you earn does not determine your wealth or financial success. The amount of money you keep after expenses, does. Every day efforts are being made to separate you from your money. A typical adult has potential exposure to about 600-625 advertisements in a single day. With print, television, billboards, the web and mobile devices, you are constantly bombarded with ads. There is a powerful force trying to brainwash you into feeling a sense of need. As long as you let society define your needs, wealth will elude you.
IDEX Financial’s Locations
550 Pharr Road, 7th Floor
Atlanta GA 30305
1701 Golf Rd, Commercium 109C
Rolling Meadows, IL 60008
CONTACT JOHN TODAY
To discuss your finances with John, please fill out the form below and he will get back to you shortly.
[email protected] | 404.400.9401
IDEX Financial Group LLC is not affiliated with PeachCap Inc. or its subsidiaries.