What are 3 words people use to describe you?
Genuine, Honest, Inquisitive
What are you most grateful for?
The opportunities I have had in my life.
What gets you excited about life?
That there is a lot in the world left for me to explore.
What is the best advice you have ever been given?
To live in the present and enjoy what you are doing everyday.
How do you define success?
My definition of success is knowing that what you are doing is helping you and others lead a better, happier, healthier life.
What is your proudest achievement?
My marriage, family, and building a business that helps others.
What life lesson did you learn the hard way?
That you should only surround yourself with people that have your best interest in mind.
What was the best book you’ve read and why?
Atlas Shrugged – because it explores the dilemma of having to choose between morality and happiness.
Matt currently serves as Founder and Managing Partner of The BluePrint Insurance Services, a partner of a leading life insurance and annuity marketing company in the country, AimcoR Group. Matt specializes in working with financial advisors on complex estate and business planning issues. He takes a holistic planning approach and prides himself on speaking the same language as RIAs and comprehensive financial advisors.
Matt Meyer has been in the insurance and financial services business since 1998. Matt has had the opportunity to gain extensive experience consulting large organizations on their employee benefit programs, assist high net worth families in the estate planning process, and provide overall guidance to advisors, CPAs, and estate planning attorneys. Matt works with advisors and clients to structure and model transactions, general financial strategies, as well as to examine the short and long-term products utilized for risk mitigation.
Matt lives with his wife in Palos Verdes Estates, California, and studied at the University of Kansas.
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