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Matt Riordan, Owner

  • Are you on the right path to reach your financial goals?
  • How do I allocate my 401k?
  • What do I do with my investments when I’m ready to retire?
  • What do I do with the 401k from my previous employer?
  • How do I get back on track for Retirement?
  • What should I do for my children’s college funding?
  • What if I can’t work?
  • Is my family financially prepared to handle a serious illness or death?

Helping you answer these important questions is what we do at Riordan Financial. Contact us today to schedule a free consultation.

Office: 812.205.2400 • Fax: 812.669.0608 Matt@RiordanFinancial.com

Voted “Best of Evansville by the readers of Evansville Living, 2012!

  • Roth & Traditional IRAs
  • Financial Planning
  • Social Security Planning
  • Investment Management
  • Education Savings (529‘s, Coverdells, etc
  • 401(k) Rollovers
  • Long Term Care Insurance
  • Life Insurance
  • Health Savings Accounts
  • Employer Retirement Plans (401k, 403b, etc)
Financial Planning Tree

Financial Planning is our specialty!

While many advisors simply invest your assets and collect their fees, we believe that a financial plan covering all of your goals is the best foundation for success. We devise a strategy for all of your assets, even those that are not invested with us.

Our Financial Plans outline every stage of your financial future. We review your plan annually and adjust it accordingly. This results in a realistic and evolving strategy, aimed at accomplishing your financial goals.

Download a Sample Plan

This is only a sample plan. Our plans are highly customized, and no two plans are alike. This is merely an example of what one plan could look like.

Download the sample Financial Plan

 

At Riordan Financial, we offer insurance through multiple carriers, not just one insurance company. Following a

Life Insurance – (Click here for an online quote!)personal consultation and discussion of your unique situation, we can determine which of these companies can meet your specific needs at a price that fits your budget.
  • Long Term Care Insurance (Click here for Indiana’s LTC partnership brochure)
  • Disability Insurance
  • Group Disability
  • Health Insurance
  • Group Health Insurance
  • And more! Just ask

''I already have life insurance through my employer''

While life insurance offered by an employer is often quite affordable, there is often one significant added risk.

If you happen to acquire a serious illness and miss a significant amount of work, employers typically maintain your employee benefits for 12 weeks, but if you miss more than 12 weeks of work, the employer terminates your benefits. At this point it is likely that you are uninsurable and cannot purchase private life insurance.

Some employers do offer life insurance that allows an employee to take over the insurance payments and keep the policy, this is ideal! Make sure to ask your employer and read your benefits thoroughly to determine the details of your employee benefits.

Did you know that your HSA can hold investments such as stocks, bonds and mutual funds?

Health Savings Accounts (HSA) may invest in investments such as CD’s, money markets, mutual funds, and stocks. HSAs may not invest in things such as collectibles, art, automobiles or real estate.

Click to learn more about HSA Bank

Business Owners

As an independent firm, we have the ability to offer 401k’s from many different providers (Fidelity, Principal, Securian, John Hancock, CPI, just to name a few).

We build your employer sponsored retirement plan tailored to the unique needs of your company.

Please Contact Us or email Matt Riordan for specific information.

Employees

Participants in our 401(k)/403(b) plans are encouraged to contact us about any investment related questions they may have. We are more than happy to explain all of your fund choices and give you the knowledge that is necessary to make your retirement plan investment selections.

If you have a 401(k) or 403(b) from a previous employer and would like to discuss Rollover options, we are more than happy to discuss this with you. Just call us at 812-205-2400, email Matt Riordan or use our contact form.

If Riordan Financial, LLC is not the advisor of record for your 401(k) or 403(b), we can still offer investment advice through our affiliation with Howard Capital Management, Inc.

Am I on the right path to reach my financial goals?
What do I do with my investments when I’m ready to retire?
How do I get my retirement savings back on track?
What should I do for my children’s college funding?
Is my family financially prepared to handle a serious illness or death?
Financial Planning is our business at Riordan Financial
Voted Best of Evansville by the readers of Evansville Living, 2012!