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Local Wealth Management & Strategic Legacy Planning with Matthew Benson | Financial Planner Search
In this episode of Financial Planner Search, Matthew Benson, owner of Sonmore Financial, joins us to discuss his unique approach to wealth management and the value of a localized, boutique experience. Matt shares insights into the specific struggles modern clients face—including the psychological shift from saving to spending in retirement.The conversation dives deep into the "behind-the-scenes" work of tax optimization and charitable giving, highlighting why a personalized onboarding process is critical for long-term success. Whether you are navigating legacy planning or wondering how a…
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