They are incredibly intelligent, engaging, and know the investment/wealth business inside and out. They have been responsive to our needs and have thoughtfully guided us through this very complicated process of consolidation and allocation of our assets.
I truly can't recommend Matt Koppelman enough. Since working with him, my financial health has improved tremendously. He's incredibly patient and always explains each step in a way that makes me feel informed and confident.
I have worked with Matt for several years, and he and his team are true gems. Matt is honest, attentive, and always puts my interests first. If you are looking for a dedicated and trustworthy financial planner, I would highly recommend Matt.
Matthew and Craig have been an invaluable help to us in explaining specific investment ideas and their tax implications. We have found them to be knowledgeable, prompt, reliable, and extraordinarily responsive. What a comfort to know we can contact them for advice when we need it.
As a CPA who partners with Precision Wealth Planners on tax planning and preparation, I can confidently say they're the real deal. If you want a team that can put a real plan together instead of just offering market commentary, they're a great option.
Over the last decade, he's deftly managed and grown our investment portfolio and is now helping us navigate the transition to retirement. He truly cares and Craig has become a trusted, knowledgeable friend rather than an impersonal advisor. We trust Craig implicitly and that is so critical in today's world.
After meeting with Matt and Craig, I feel like a weight has been lifted from my shoulders and not only will I be fine, they have shown that my funds will continue to grow! Retirement may look better than my working years!
I have had a great experience with Craig, Matt and Shawna. Shawna Simmons is very responsive and together they make a great team.
They boil the complex down simply. They use regular human speak, they focus on the practical, and they don't derive their value from making you believe personal finance is some insanely complicated mechanism that only professionals can understand.
From the start, they've been incredibly friendly and approachable, never once making me feel overwhelmed or out of my depth. What really sets them apart is their promptness. It's clear they genuinely care about their clients and take pride in offering personalized, attentive service.
He's connected with me both professionally and with the added personal touch that makes a huge difference. Matt feels like a friend equally comfortable guiding me through decisions as he is letting me know the hard facts of personal finance. With Matt I have the confidence to worry less.
Matt has always been excellent at answering all my questions and always takes the time to explain everything in detail. So thankful to have found him!
Matt Koppelman has provided depth and detail in how to best invest for the future. His insight provides clarity and makes what feels like risk, into a well explained plan for the future.
They've been a big help to our whole family. They supported my wife and me with long-term financial planning, helped our parents with their legacy goals, and guided us through the sale of a family business. They're thoughtful, patient, and always help us make sense of the big decisions.
After a career change this past year Matt has been a great support. He's approachable, realistic, and really takes the time to understand my goals. I feel much more confident about my financial future thanks to his guidance.
At Precision Wealth Planners, we’re dedicated to transforming the way you approach your financial future. Founded by Craig Schubert and Matthew Koppelman, our firm leverages 40+ years of financial planning experience to deliver personalized financial strategies and the support you need to pursue your financial goals. We believe understanding the “why” behind each your goals and aspirations is essential for creating strategies that resonate with your values and dreams. By engaging in meaningful conversations, we ensure that our plans reflect not just financial objectives, but the personal motivations driving them…
30-minute zoom meeting
We’ll focus on understanding your needs and aspirations. It is your time to use how you like and does not require you bring any of your financial documents.
A complimentary strategy session and relationship overview. Whether we work together or not, you’ll leave this session with action items to consider.
30-minute decision meeting
We’ll decide how best to move forward. We work best with clients who are engaged in the process and ready to leverage our experience and support.
To ensure we consistently provide tailored financial solutions, prioritize our clients’ needs, and maintain excellence in every aspect of our service, we are guided by these three core principles:
We understand that properly educating you as to why we suggest a certain strategy can be the difference between action and inaction.
We won’t allow you to carry the weight of worry—that’s our responsibility. You’ve hired us to reduce your financial stress and we take that responsibility seriously.
We prioritize understanding what truly matters to you before making any recommendations. We believe in building a relationship based on trust, making us your dedicated partner for every aspect of your financial journey. With Precision Wealth Planners, you’re not just receiving advice – you’re gaining a personalized, strategic approach to pursuing your financial future.