Tim Mattern, Certified Social Security Planner
Tim Mattern
Financial Advisor, Stewards Planning Group
Professional Profile
Tim Mattern is a dedicated and knowledgeable Financial Advisor at Stewards Planning Group in Minnesota, specializing in guiding individuals and families toward achieving their financial aspirations. With a focus on financial coaching, investment management, and retirement planning, Tim works closely with clients to create tailored strategies that encompass both their financial objectives and broader life goals.
As a holder of the NSSA® designation in Social Security planning, Tim Mattern brings specialized knowledge of Social Security planning to every client relationship.
As a certified National Social Security Advisor®, Tim possesses the expertise to assist clients in navigating the complexities of Social Security. He provides comprehensive reviews of Social Security options, develops strategic plans aligned with financial goals, and offers support throughout the application process to ensure clients maximize their benefits.
Outside of his professional pursuits, Tim enjoys quality time with his family, staying active, and exploring new travels and adventures. He has a passion for discovering local dining experiences, as he believes that sharing a meal fosters connections and cultural understanding. Trust Tim Mattern to be your reliable partner in financial planning and Social Security expertise in Minnesota.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.