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Financial Advisor & Retirement Planning
Fiduciary Financial Advisor | Retirement Planning | Financial Education
Fiduciary Financial Advisor | Retirement Planning | Financial Education
Preparing for retirement involves much more than reaching a savings goal. Decisions involving income, taxes, Social Security, retirement accounts and estate considerations can all influence a person's financial future.
Matt Dages is a fiduciary financial advisor who helps retirees and individuals approaching retirement better understand these interconnected decisions.
As President and Founder of Bright Wealth Management, Matt has developed an education-focused approach to financial guidance. Rather than making retirement planning unnecessarily complicated, he emphasizes straightforward explanations that give individuals a better understanding of their options.
Based in Arizona, Matt works with individuals and families throughout the Greater Phoenix and Scottsdale areas.
A Fiduciary Approach to Financial Planning
A Fiduciary Approach to Financial Planning
Trust is an important part of any financial advisory relationship.
As a fiduciary advisor, Matt Dages operates under a standard that requires recommendations to be made with the client's interests at the forefront.
This client-centered philosophy influences how Matt approaches retirement planning. Strategies are developed around an individual's circumstances rather than relying on a single approach for every household.
Important considerations may include:
Important considerations may include:
Retirement income needs
Tax-efficient financial decisions
Social Security
Required Minimum Distributions
Roth IRA conversions
Long-term wealth preservation
Estate planning coordination
Generational wealth goals
The objective is to connect these individual pieces into a more cohesive financial strategy.
President & Founder of Bright Wealth Management
President & Founder of Bright Wealth Management
Matt Dages is the President and Founder of Bright Wealth Management, an independent fiduciary financial advisory firm in Arizona.
The firm assists retirees and pre-retirees with developing financial strategies designed around their lives, priorities and long-term objectives.
Independence is an important part of the firm's philosophy. It allows Matt and his team to concentrate on individual financial circumstances while providing clients with explanations of the reasoning behind their recommendations.
For Matt, financial planning isn't simply about telling someone what to do.
It's about helping people understand why a particular strategy may make sense.
Making Retirement Easier to Understand
Making Retirement Easier to Understand
Retirement introduces financial questions that many people have never had to consider during their working years.
Where should retirement income come from first?
When should Social Security begin?
Could converting part of a traditional IRA to a Roth IRA make sense?
How will Required Minimum Distributions affect future taxes?
How can assets be preserved for children or grandchildren?
Matt Dages helps individuals examine questions like these as part of a broader retirement strategy.
His approach combines personalized financial guidance with education, giving retirees greater insight into the decisions that may shape the years ahead.
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