John Mateyko on The Growing Demand for Customizable Retirement Plans

John Mateyko on The Growing Demand for Customizable Retirement Plans
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Retirement planning has long been a significant concern for individuals looking to secure their financial futures. With the evolving landscape of finance and the unique needs of each person, there is an increasing demand for customizable retirement plans. John Mateyko, a seasoned financial expert with a wealth of experience, sheds light on this growing trend.

A Journey of Expertise

John Mateyko’s journey in the world of finance began in the late 1990s when he embarked on his career as a Financial Advisor trainee at Dean Witter Reynolds. After graduating from Augustana College in ’98, Mateyko quickly found himself in the bustling financial hub of New York City. As the years rolled on, he honed his expertise, working for some of the country’s largest banks, including World Savings, US Bank, Chase, and Fifth Third.

Mateyko’s career trajectory was marked by success, evidenced by numerous awards for production and client acquisition. However, it was in 2010 that he realized his vision of establishing a fiduciary financial planning and wealth management firm named IDEX Financial. This marked the turning point where his passion for offering tailored retirement plans began to take shape.

Crafting Customizable Retirement Plans

In the realm of retirement planning, John Mateyko no longer believes a one-size-fits-all approach suffices. Individuals are seeking plans that are tailor-made to suit their specific circumstances, goals, and risk tolerances. This shift in perspective has given rise to the demand for advisors who can create personalized retirement plans that address individual needs comprehensively.

John Mateyko’s goal is to use his extensive experience to meet this demand. His firm, IDEX Financial, crafts customizable retirement plans that go beyond traditional boundaries. This approach involves detailed consultations, thorough assessments of financial situations, and a deep understanding of clients’ aspirations.

Credentials and Community Involvement

Mateyko’s journey of knowledge has been marked by educational achievements. He is currently studying for the Certified Investment Management Analyst (CIMA) certification through the Yale School of Management. He holds credentials such as the Retirement Income Certified Professional (RICP®), Wealth Management Certified Professional (WMCP™), and Accredited Portfolio Management Advisor (APMA®).

Outside of the financial world, John Mateyko‘s engagement with his community showcases his dedication to holistic well-being. Founding the Serenbe Athletic Association, he acts as the Commissioner for co-ed leagues of Chicago Style Softball and Kickball. He also established the SMZ Community Theater Group, which has brought captivating performances to his community.

A Life Beyond Finance

John Mateyko’s life transcends the world of finance. His adventures span continents and experiences. From scuba diving in picturesque locations like the Philippines, Hawaii, and Costa Rica to winning races on the open water, his zest for life is evident. He has engaged in biking down the Haleakala volcano in Maui and has even taken on the role of a youth sports coach.

Mateyko’s personal life is interwoven with remarkable memories, from getting engaged at the Neuschwanstein Castle in Germany to honeymooning on the Amalfi Coast. These experiences not only highlight his appreciation for life but also showcase his ability to balance the demands of a dynamic career with personal fulfillment.

Looking Ahead

As the financial landscape continues to evolve, John Mateyko’s insights shed light on the trend of growing demand for customizable retirement plans. With his firm, IDEX Financial, he is taking a new approach to retirement planning—one that takes into account an individual’s unique circumstances, aspirations, and dreams. His goal is that by embracing customization, individuals will be able to navigate their retirement journey with confidence, knowing that their plans are aligned with their specific needs.

In a world where financial planning is increasingly personalized, John Matekyo’s goal is to use his experience and dedication to assist those who seek to secure their financial future while living a life enriched by experiences beyond the balance sheet.


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