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.