Matthew G. Jelnicky CPA, P.A.
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Investment Planning and Execution

Investment Planning
As part of our overall approach to a clients financial health, we assist many of our clients in systematic investing, IRA Rollovers and retirement planning and distribution planning using a variety of techniques. Our investment selection is limited mainly to a group of low cost , tax efficient fund companies and funds. Matt is a licensed investment representative with the Financial Network Corporation. In as much, Matt manages investments for his clients. Please note that due to licensing restrictions in North Carolina, we do not advertise this service on our accounting site.

Investment Tax Service
We believe that the investment process for most people should be simple and straight forward. Once we ascertain your goals and objectives and understand your desires. We can recommend a simple "dollar cost average" approach to helping you attain your goals. We can review your 401K plans, other retirement assets and other assets as part of a total financial plan. Our approach is always geared as part of lowering your tax bill and increasing your net worth.

Pension/Investment Planning & Consulting
Matt is a Certified Financial Planner™ and works with many clients helping them understand and manage their investments and their objectives. "Helping clients build wealth" is a slogan we take seriously. The majority of our clients have implemented pension plans to retain employees and ensure that the owners have something to show for their efforts. "There is nothing worse than a mid 50's owner ready to retire but unable to" says Matt Jelnicky. We make it our business to ensure you build wealth over the length of our relationship.

 

Matthew G. Jelnicky CPA, P.A.
Certified Financial Planner™
Tax and Investment Planning for Charlotte Professionals
5970 Fairview Road, Suite 124
Charlotte, North Carolina 28210
(704) 552-8488 • Fax: (704) 943-0624
E-mail: matt@mgjcpa.com

Licenses/Designations:
North Carolina License: 23257
New York License: 059497
Certified Financial Planner™
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