Schedule an Appointment:

Joe Matzke
Retirement Income Specialist
952-479-4273
If you provide your phone number, you may choose to receive optional appointment reminders and service-related text messages. Message frequency may vary. Msg & data rates may apply. You may opt out at any time by replying STOP.
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Joe Matzke
By providing the requested information and clicking “Submit,” I expressly consent to be contacted by Joe Matzke regarding my account, scheduled appointments, account updates, and service-related recommendations.
SMS Consent:
By providing my mobile number and opting in, I agree to receive service-related SMS messages from Joe Matzke, including appointment reminders, account updates, and service-related recommendations. SMS consent is optional and is not a condition of purchasing or receiving services. Message frequency may vary. Message and data rates may apply. I may opt out of SMS at any time by replying STOP. I may reply HELP for help. View the SMS Terms of Service and SMS Privacy Policy for more information.
Privacy Disclosure:
We take your privacy seriously. Your personal information, including your mobile number, is used solely to provide communications related to the services you requested. No mobile information — including opt-in data and consent — will be shared with third parties or affiliates for marketing or promotional purposes. We may share information with carriers and service providers solely for the purpose of delivering SMS messages. This excludes text messaging originator opt-in data and consent; such information will not be shared with any third parties.
I also consent to receive communications via live, automated, or prerecorded telephone calls and email (even if registered on the DNC). I understand that my telephone company may impose charges for these communications. I may revoke my consent at any time.
Additional Support:
You may also contact Joe Matzke at 952-479-4273 for additional assistance.