Matthew Hudack
Matthew Hudack is a ChFC-designated registered investment advisor at Financial Synergistics Group, INC., based in Tustin, CA, with 39 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Life insurance policy review (term) — $500
- Life insurance policy review (permanent, initial) — $1,000
- Annual life insurance policy review — $1,000
- Retirement income strategies — $2,500
- Long-term care cost analysis — $1,250
- Estate planning review per family unit (initial plan) — $5,000
- Family planning advice and strategies (initial plan) — $2,500
- Yearly review — $500
- Quarterly benchmarking — $500
- General planning advice yearly retainer — $5,000
- Hourly fee — $500
- Business succession strategies (buy-sell modeling) — $2,500
- Business valuation (basic method) — $5,000
- Keyman and executive benefit planning — $2,500
- Exit strategies — $2,500
- Health benefit and wellness plan review — $1,500
- 401k/pension/profit sharing review — $1,500
- Estate planning setup with Wealth.com - $750 (plus $100 annual subscription if client chooses)
Location
180 E. Main St., Ste 206, Tustin, CA, 92780
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew owns Rite Properties, LLC and Rite Island Properties, LLC, both real estate investments, but his spouse handles the management. He is also the President and owner of MD Hudack Insurance Service, Inc. selling life insurance (full-time) and Financial Synergisitics Group, Inc. (about a quarter of his time) for insurance and business consulting.
Employment History
Current Registrations
Financial Synergistics Group, INC.
Private Management Group INC
Previous Registrations
John Hancock Distributors LLCBroker
Dolphin Securities, INC.Broker
Capital Alliance Investments IncorporatedBroker
Manequity, INC.Broker
State Registrations4 states
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