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Matthew D. Saneholtz, CFA, CFP®

Tobias Financial Advisors

1000 S Pine Island Rd
Ste 250
Plantation, FL 33324
Phone: (954) 424-1660
Fax: (954) 424-9545

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Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.