Matrix Planning

We offer planning services and advice in the following areas:

  • Budgeting
  • Retirement Planning
  • Personal Financial Coaching
  • Business Planning
  • Special Circumstances
  • Divorce
  • Long Term Care Planning
  • Estate Transfer

Call us for all your planning needs.


Matrix Group Financial Service
4620 N US 31 N
Traverse City MI, 49686
Phone: (231) 938-3200
Toll Free: (800) 782-0232

Call us, real people answer the phone at (231) 938-3200. 
9:00AM-4:30 PM  Eastern Standard Time.
We are here to help!
Securities offered through:
Brooklight Place Securities, Inc.
1901 Butterfield Road, Suite 220
Downers Grove, Il 60515
(888) 976-0659
Member FINRA and SIPC
Investment Advisory Services offered through Interactive Financial Advisors, Inc. Brooklight Place Securities, Inc., Matrix Group and Interactive Financial Advisors, Inc. are not affiliated.

Brooklight Place Securities, Inc. and Matrix Group are not affiliated.
Matrix Group and Matrix Surplus Agency, Inc. are agents  and insurance agencies for life and health insurance.