Matthew Swatek, CRPC®

VP-Wealth Management

Matthew Swatek, CRPC®

VP-Wealth Management 

Do you fall into one of these situations?

If so, you are in good company and we can help.

Had a Major Life Event?

Unsure About Your Advisor?

Wondering About Fees?

Need a Financial Plan?

About Financial Advisor Matthew Swatek

Home Improvement

Travel

Matthew Swatek is originally from the Chicago area and graduated from the University of Kansas. He services the Springfield, Missouri area with nearly two decades of industry experience and has an extensive knowledge of workplace retirement plans for high net-worth individuals.

He is an avid Chicago Cubs and Kansas Jayhawks fan, while his wife Cindy loves the Kansas City Chiefs and Kansas City Royals. They share an affection for each other’s teams and enjoy rooting them on. Much like the parents’ sports teams differences, their kids also have very different tastes. This makes spending time together while juggling different interests always challenging, but always worthwhile. Jacob always enjoys movie night, while Celeste enjoys time outside playing sports, exploring nature or roasting marshmallows around a campfire.

Fiduciary Protection

We provide fiduciary protection, which means we work in the best interest of our clients. 

Education

Risk Management & Insurance - Missouri State University

Certifications and licenses

Series 65
CRPC

Education

Business Administration – University of Kansas

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Contact Information

Toll Free

1-888-988-6621

Phone

Office: (913) 498-8898                          Cell: (417) 719-1264                          Cell 2: (913) 732-1019

Fax

(913) 498-8897

Email

matthew@planningretirements.com

Office Address

4811 W. 136th Street                            Leawood, KS 66224

Office Hours

Monday          9AM-5PM

Tuesday          9AM-5PM

Wednesday    9AM-5PM

Thursday        9AM-5PM

Friday              9AM-3PM

Saturday         Closed

Sunday            Closed