Briggs Matsko, a Co-founder and Financial Planner affiliated with Retirement Security Centers, specializes in and is passionate about meeting the financial planning needs of those approaching or having already entered retirement. He and his business partner, Jeff Maas, CFP®, ChFC®, CRPC®, together bring over 50 years of financial services experience to Retirement Security Centers and the clients they serve. Their proprietary EASE Retirement Program allows their clients to explore their full range of options and lifestyle choices prior to and during retirement, while still remaining in full control to achieve the retirement they choose.
Briggs began his financial planning career over 40 years ago when he joined Lincoln Financial Advisors, and since that time he has built his reputation as a client advocate. His vision of a practice that focuses solely on retirement solutions has evolved and taken shape over the past decade. Briggs saw an unmet need for those entering retirement and Retirement Security Centers helps provide the solution. His objective, process-driven approach to financial guidance (honed by his speaking engagements, interviews with the media, demographic research, and over 40 years of client experience) takes into consideration not only quantitative data, but his vast experience in meeting clients’ needs, goals, and desires.
Briggs obtained his CERTIFIED FINANCIAL PLANNER™ practitioner certification in 1994. He earned his CHARTERED RETIREMENT PLANNING COUNSELOR™ designation in 2010. Briggs has been a Million Dollar Round Table member since 1987 and has qualified for "Top of the Table" every year since 1992. He has qualified for Lincoln Financial Advisors' top producer group – the "Chairman's Council" – every year since 1986. He is a founding board member of The Resource Group, whose membership includes over two hundred of the top estate and financial planners nationwide within Lincoln Financial Advisors.
To qualify for the Million Dollar Round Table members must meet a certain level of premium, commission or income during the year. For details please visit http://bit.ly/2eFx0ex
The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors.
The Resource Group is an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.
Briggs is regularly sought out to share his knowledge and perspective publically and has been featured in Research Magazine and Boomer Market Advisor, and spoken at Million Dollar Round Table, the Retirement Income Industry Association, NAVA, and various other national venues.
Briggs, his wife Cynthia, and their son Reed live in Rancho Murieta, California where he has been a resident for over 30 years. He enjoys golf, fishing, and hiking as well as being actively involved in his community.