Matthew Teel, CFP®, CLU®

Matthew is a valued resource in complex life, disability, and long term care insurance plan design.  He emphasizes the use of insurance from a holistic wealth management perspective. 

His work focuses on using life insurance as a key retirement planning tool, most notably in the areas of income replacement, estate planning, business succession planning, and executive benefits. 

Matthew is a graduate of the University of Connecticut with a degree in business and technology.

I am licensed and registered to offer products and services in CT Licenses and registrations will vary. Domiciled in CT. CA Insurance License # 0K13627  AR Insurance License #8321960