James M. Matthews

Director of Wealth Management

MSFP

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Consolidated Planning6115 Park South Dr, Ste 200, Charlotte, NC 28210-0104

Broker Affiliation: Park Avenue Securities, LLC

Languages: English

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Disclosures

Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Intelligent Retirement & Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. 2025-6918704.2 exp 3/2027

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

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