Matt Bondurant is a Safe Money Planner who works in the arena of Retirement Planning and Estate Planning. His primary focus is preserving and shielding his clients’ assets and wealth, while providing growth potential. Matt, provides strategies for wealth transfer, lowering taxes, avoiding probate and protecting assets from nursing home seizure are among his areas of expertise. Matt, is also certified on Veterans Benefits. He has earned special recognition for his work with seniors. Matt has worked with well know companies such as Citigroup, Smith Barney, ING and Travelers. Matt has been quoted in three national financial publications. Matt, his wife Mimi and their two children, Brooke and Hunter have lived in NC all of their lives. •Matt has been in the financial industry sense 1982.
•A Member of the NFA.
•NC Branch Manager.
•He has passed the State and /or Federal exams for the following licenses:
•Licenses: 3, 30,6,63 and 26.
•Life, Accident & Health, LTC, Med. Sup., Disability, Property & Liability and Mortgage License.
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